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Original filing (PDF)20251007162551NAL0005054113001
KEEN PROJECT SOLUTIONS
Form 5500
FILING_RECEIVED
KEEN PROJECT SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
155
Accounts w/ balance
137
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Lifetime Hybrid 2040 CIT Z Collective Trust Funds" is 31% of plan.
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEEN PROJECT SOLUTIONS.
Plan sponsor
Name
KEEN PROJECT SOLUTIONS
EIN
47-1521150
Address
3001 SE CONVENIENCE BLVD · SUITE 101 · ANKENY, IA · 50021
Phone
(515) 233-1244
Industry
Constructionsee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISOR | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
Investments
20 direct securities · 19 pooled funds· $10.2M(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
$8.1M
11 holdings
Uncategorized
$1.4M
20 holdings
Pooled Separate Account
$780K
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.2M | 31.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 10.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.0M | 10.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.0M | 9.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $549K | 5.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $512K | 5.0% | |
| Fidelity Advisor New Insights Fund Mutual Fund | — | — | — | $428K | 4.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $390K | 3.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $316K | 3.1% | |
| Putnam Small Cap Growth Fund Mutual Fund | — | — | — | $175K | 1.7% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $174K | 1.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $172K | 1.7% | |
| BlackRock High Yield Bond Portfolio Mutual Fund | — | — | — | $150K | 1.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $147K | 1.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $144K | 1.4% | |
| MFS Mid Cap Growth Fund Mutual Fund | — | — | — | $120K | 1.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $107K | 1.1% | |
| New World Fund Inc Mutual Fund | — | — | — | $73K | 0.7% | |
| MFS International Growth Fund Mutual Fund | — | — | — | $59K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $52K | 0.5% | |
| MFS Value Fund Mutual Fund | — | — | — | $51K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $44K | 0.4% | |
| Principal SmallCap Value II Separate Account-Z Pooled Separate Account | — | — | — | $36K | 0.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $36K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $31K | 0.3% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $29K | 0.3% | |
| MFS Blended Research Core Equity Fund Mutual Fund | — | — | — | $22K | 0.2% | |
| BlackRock Global Allocation Fund Inc Mutual Fund | — | — | — | $17K | 0.2% | |
| Invesco Oppenheimer International Growth Fund Mutual Fund | — | — | — | $12K | 0.1% | |
| Principal Global Emerging Markets Separate Acct-Z Pooled Separate Account | — | — | — | $11K | 0.1% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $11K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $10K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $9K | <0.1% | |
| Principal Estate Securities Separate Account-Z Pooled Separate Account | — | — | — | $9K | <0.1% | |
| American US Government Securities Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| MFS International New Discovery Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| Invesco Diversified Dividend Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| JPMorgan Core Bond Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Fixed Income Guaranteed Option Guaranteed Investment Contract | — | — | — | $2K | <0.1% |
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