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Original filing (PDF)20250930144111NAL0015042448001
KETTLER, INC.
Form 5500
FILING_RECEIVED
KETTLER RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
531
Accounts w/ balance
764
Plan assets (EOY)
$46.9M
Net assets (EOY)
$46.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KETTLER, INC..
Plan sponsor
Name
KETTLER, INC.
EIN
54-1620902
Address
8255 GREENSBORO DR #200 · MC LEAN, VA · 221024944
Phone
(703) 641-9000
Industry
Real Estatesee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $129K | — |
Investments
24 direct securities · 5 pooled funds· $82.1M(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.
Uncategorized
$43.2M
24 holdings
Common Collective Trust
$38.7M
4 holdings
Pooled Separate Account
$223K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENT IN RET TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $35.2M | 75.2% | |
| Amer Century One Choice 2045 Inv Collective Investment Trust - | — | — | — | $6.4M | 13.7% | |
| Amer Century One Choice 2035 Inv Collective Investment Trust - | — | — | — | $5.8M | 12.3% | |
| Amer Century One Choice 2030 Inv Collective Investment Trust - | — | — | — | $5.1M | 10.8% | |
| Amer Century One Choice 2025 Inv Collective Investment Trust - | — | — | — | $4.7M | 10.0% | |
| Amer Century One Choice 2040 Inv Collective Investment Trust - | — | — | — | $4.5M | 9.7% | |
| Amer Century One Choice 2050 Inv Collective Investment Trust - | — | — | — | $4.2M | 9.0% | |
| Fidelity Contrafund Mutual Funds - | — | — | — | $3.1M | 6.6% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.1% | |
| Amer Century One Choice 2055 Inv Collective Investment Trust - | — | — | — | $2.3M | 4.8% | |
| Amer Century One Choice 2060 Inv Collective Investment Trust - | — | — | — | $1.5M | 3.1% | |
| JP Morgan Equity Income R6 Fd Mutual Funds - | — | — | — | $1.2M | 2.5% | |
| BLACKROCK MID CAP EQ IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $860K | 1.8% | |
| maturities - | — | — | — | $803K | 1.7% | |
| Prin Fixed Inc Guar Option Guaranteed Investment Contract - | — | — | — | $684K | 1.5% | |
| Amer Century One Choice In Ret Inv Collective Investment Trust - | — | — | — | $540K | 1.2% | |
| Buffalo Discovery Mutual Funds - | — | — | — | $431K | 0.9% | |
| PGIM Total Ret Bond R6 Fd Mutual Funds - | — | — | — | $328K | 0.7% | |
| Amer Century Ret DT 2065 Trust Collective Investment Trust - | — | — | — | $297K | 0.6% | |
| iShares MSCI EAFE International Index Mutual Funds - | — | — | — | $281K | 0.6% | |
| Amer Century Emerg Mkts R6 Fd Mutual Funds - | — | — | — | $277K | 0.6% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $252K | 0.5% | |
| John Hancock Disc Val MC R6 Fd Mutual Funds - | — | — | — | $246K | 0.5% | |
| Amer Funds Europacific Growth Fund Mutual Funds - | — | — | — | $237K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $223K | 0.5% | |
| iShares- Russ 2000 SC Index K Fund Mutual Funds - | — | — | — | $205K | 0.4% | |
| Victory Integ SmCap Val R6 Fd Mutual Funds - | — | — | — | $151K | 0.3% | |
| (E) | — | — | — | $31K | <0.1% | |
| Vanguard Emg Mk Stk Idx Adm Fd Mutual Funds - | — | — | — | $31K | <0.1% |
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