Original filing (PDF)20251009105115NAL0003831571001

KOLLER ENTERPRISES, INC.

Name: KOLLER ENTERPRISES, INC. — KOLLER ENTERPRISES 401(K) PLAN, Form 5500 (2024)
Creator: KOLLER ENTERPRISES, INC.

Form 5500

FILING_RECEIVED

KOLLER ENTERPRISES 401(K) PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

380

Accounts w/ balance

335

Plan assets (EOY)

$23.6M

Net assets (EOY)

$23.6M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE EMPLOYEE BENEFIT INVESTMENT TRUST, NEW YORK LIFE ANCHOR ACCOUNT - SERIES I (extraction pending)]" is 100% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOLLER ENTERPRISES, INC..

Plan sponsor

Name

KOLLER ENTERPRISES, INC.

EIN

43-0608772

Address

1400 S OLD HIGHWAY 141 · FENTON, MO · 63026

Phone

(636) 660-8136

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

UHY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$50K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR	$29K	—

Investments

1 pooled fund· $566K(2% 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.