Original filing (PDF)20250730050717NAL0004223441001

KOESTER & KOESTER

Name: KOESTER & KOESTER — KOESTER & KOESTER 401K PLAN, Form 5500 (2024)
Creator: KOESTER & KOESTER

Form 5500-SF

FILING_RECEIVED

KOESTER & KOESTER 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOESTER & KOESTER.

Plan sponsor

Name

KOESTER & KOESTER

EIN

45-1261855

Address

12128 HIGHWAY 61 OUTER ROAD WEST · FRANKFORD, MO · 63441

Phone

(573) 470-5929

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

SERVE VEGAS LLC

SERVE VEGAS LLC 401(K) PLAN

$201K · 9 participants

TRI-STATE SHREDDING CORP

TRI-STATE SHREDDING CORP 401 (K) PROFIT SHARING PLAN & TRUST

$201K · 6 participants

MATRIX DOCUMENT IMAGING

MATRIX DOCUMENT IMAGING 401(K) PLAN

$206K · 27 participants

CDK LIBERTY ENTERPRISES, LLC

CDK LIBERTY ENTERPRISES 401(K) PLAN

$208K · 7 participants

IADVANCE NOW LLC

IADVANCE NOW LLC 401K PLAN

$208K · 28 participants