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Original filing (PDF)20251007123949NAL0007901072001
KATECHO, LLC
Form 5500
FILING_RECEIVED
KATECHO, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
502
Accounts w/ balance
503
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
269 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATECHO, LLC.
Plan sponsor
Name
KATECHO, LLC
EIN
42-1219199
Address
4020 GANNETT AVENUE · DES MOINES, IA · 50321
Phone
(515) 244-1212
Industry
Manufacturingsee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
WELGAARD CPAS AND ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISORY | $0 | — |
Investments
262 direct securities · 13 pooled funds· $13.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$6.9M
13 holdings
Uncategorized
$6.8M
262 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2050 TR-K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.8% | |
| T. ROWE PRICE RETIREMENT 2025 TR-K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 11.5% | |
| T. ROWE PRICE RETIREMENT 2030 TR-K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $907K | 8.3% | |
| T. ROWE PRICE RETIREMENT 2040 TR-K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $747K | 6.9% | |
| T. ROWE PRICE RETIREMENT 2045 TR-K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $745K | 6.9% | |
| T. ROWE PRICE RETIREMENT 2035 TR-K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $652K | 6.0% | |
| T. ROWE PRICE RETIREMENT 2055 TR-K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $608K | 5.6% | |
| T. ROWE PRICE RETIREMENT 2060 TR-K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $317K | 2.9% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $199K | 1.8% | |
| TRP GROWTH STOCK TRUST | — | — | — | $198K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2020 TR-K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $198K | 1.8% | |
| TRP BOND TRUST I | — | — | — | $169K | 1.6% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $136K | 1.2% | |
| TRP EQUITY INDEX TRUST | — | — | — | $135K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2065 TR-K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $119K | 1.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $117K | 1.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $113K | 1.0% | |
| TRP GROWTH STOCK TRUST | — | — | — | $112K | 1.0% | |
| TRP GROWTH STOCK TRUST | — | — | — | $105K | 1.0% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $105K | 1.0% | |
| TRP BOND TRUST I | — | — | — | $103K | 1.0% | |
| TRP GROWTH STOCK TRUST | — | — | — | $102K | 0.9% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $100K | 0.9% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $99K | 0.9% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $95K | 0.9% | |
| TRP GROWTH STOCK TRUST | — | — | — | $94K | 0.9% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $94K | 0.9% | |
| TRP GROWTH STOCK TRUST | — | — | — | $93K | 0.9% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $91K | 0.8% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $85K | 0.8% | |
| TRP GROWTH STOCK TRUST | — | — | — | $82K | 0.8% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $81K | 0.7% | |
| TRP REAL ASSETS TRUST I | — | — | — | $79K | 0.7% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $77K | 0.7% | |
| TRP EQUITY INDEX TRUST | — | — | — | $77K | 0.7% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $72K | 0.7% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $71K | 0.7% | |
| TRP EQUITY INDEX TRUST | — | — | — | $71K | 0.7% | |
| TRP EQUITY INDEX TRUST | — | — | — | $68K | 0.6% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $67K | 0.6% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $65K | 0.6% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $64K | 0.6% | |
| TRP EQUITY INDEX TRUST | — | — | — | $63K | 0.6% | |
| TRP EQUITY INDEX TRUST | — | — | — | $62K | 0.6% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $61K | 0.6% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $57K | 0.5% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $56K | 0.5% | |
| TRP EQUITY INDEX TRUST | — | — | — | $55K | 0.5% | |
| TRP BOND TRUST I | — | — | — | $55K | 0.5% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $54K | 0.5% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $52K | 0.5% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $50K | 0.5% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $50K | 0.5% | |
| TRP GROWTH STOCK TRUST | — | — | — | $50K | 0.5% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $49K | 0.5% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $49K | 0.4% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $48K | 0.4% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $48K | 0.4% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $47K | 0.4% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $46K | 0.4% | |
| TRP REAL ASSETS TRUST I | — | — | — | $45K | 0.4% | |
| TRP REAL ASSETS TRUST I | — | — | — | $45K | 0.4% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $45K | 0.4% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $45K | 0.4% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $45K | 0.4% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $44K | 0.4% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $43K | 0.4% | |
| TRP REAL ASSETS TRUST I | — | — | — | $42K | 0.4% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $41K | 0.4% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $41K | 0.4% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $40K | 0.4% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $40K | 0.4% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $39K | 0.4% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $39K | 0.4% | |
| TRP REAL ASSETS TRUST I | — | — | — | $39K | 0.4% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $38K | 0.4% | |
| TRP REAL ASSETS TRUST I | — | — | — | $38K | 0.3% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $37K | 0.3% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $36K | 0.3% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $35K | 0.3% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $34K | 0.3% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $34K | 0.3% | |
| TRP EQUITY INDEX TRUST | — | — | — | $33K | 0.3% | |
| TRP REAL ASSETS TRUST I | — | — | — | $33K | 0.3% | |
| TRP HIGH YIELD TRUST | — | — | — | $32K | 0.3% | |
| TRP BOND TRUST I | — | — | — | $32K | 0.3% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $32K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TR-K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $31K | 0.3% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $31K | 0.3% | |
| TRP BOND TRUST I | — | — | — | $29K | 0.3% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $27K | 0.3% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $27K | 0.2% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $27K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $26K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $25K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $25K | 0.2% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $25K | 0.2% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $25K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $24K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $24K | 0.2% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $23K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $23K | 0.2% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $23K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $23K | 0.2% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $23K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $22K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $21K | 0.2% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $21K | 0.2% | |
| TRP NEW HORIZONS TRUST | — | — | — | $21K | 0.2% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $20K | 0.2% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $20K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $20K | 0.2% | |
| TRP REAL ASSETS TRUST I | — | — | — | $19K | 0.2% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $19K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $19K | 0.2% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $19K | 0.2% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $19K | 0.2% | |
| TRP GROWTH STOCK TRUST | — | — | — | $19K | 0.2% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $18K | 0.2% | |
| TRP HIGH YIELD TRUST | — | — | — | $18K | 0.2% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $18K | 0.2% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $18K | 0.2% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $17K | 0.2% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $17K | 0.2% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $16K | 0.2% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $16K | 0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $15K | 0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $15K | 0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $15K | 0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $15K | 0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $15K | 0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $14K | 0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $14K | 0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $14K | 0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $14K | 0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $14K | 0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $13K | 0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $13K | 0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $13K | 0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $13K | 0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $13K | 0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $13K | 0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $13K | 0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $13K | 0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $12K | 0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $12K | 0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $12K | 0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $12K | 0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $11K | 0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $11K | 0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $11K | 0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $11K | 0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $11K | 0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $11K | 0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $11K | 0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $11K | 0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $11K | <0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $11K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $10K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $10K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $10K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $10K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $10K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $10K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $9K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $9K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $9K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $9K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $8K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $8K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $8K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $8K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $8K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $7K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $7K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $7K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $7K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $7K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $7K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $6K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $6K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $6K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $6K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $6K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $6K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $6K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $6K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $6K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $5K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $5K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $4K | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $4K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $4K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $4K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $4K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $4K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $3K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $3K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $3K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $3K | <0.1% |
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