How big is Kovach Enclosure Systems, LLC's plan?

Kovach Enclosure Systems, LLC's plan reported $14.4M in assets and 191 participants for 2024.

Original filing (PDF)20250908180039NAL0019530929001

Kovach Enclosure Systems, LLC

Name: Kovach Enclosure Systems, LLC — Kovach Enclosure, Form 5500 (2024)
Creator: Kovach Enclosure Systems, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kovach Enclosure Systems, LLC 401(k)

401(k) retirement plan · Kovach Enclosure Systems, LLC's Kovach Enclosure Systems, LLC 401(k) held $14.4M in plan assets for 191 participants in 2024, with Fidelity as recordkeeper.

Active participants

191

Accounts w/ balance

149

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

People on this filing

Jennifer Thompson signed Kovach Enclosure Systems, LLC's 2024 Form 5500 as plan administrator.

Jennifer Thompson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kovach Enclosure Systems, LLC's EIN is 84-2978354.

EIN 84-2978354

Plan number 001

Plan year 2024

ACK ID 20250908180039NAL0019530929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kovach Enclosure Systems, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kovach Enclosure Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOVACH ENCLOSURE SYSTEMS, LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

KOVACH ENCLOSURE SYSTEMS, LLC

EIN

all filings

Address

3195 W. ARMSTRONG PLACE · CHANDLER, AZ · 85286

Phone

(480) 926-9292

Industry

Construction

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

2025-09-08

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR	$31K	—

Investments

32 direct securities· $14.4M(100% of reported assets)

Other securities

$11.6M

18 holdings

Common Collective Trusts

$2.0M

5 holdings

Mutual Funds

$545K

7 holdings

Bonds / Notes

$175K

1 holding

Common Stocks

$110K

1 holding

					% of plan
T. Rowe Price Retirement 2045 Fund Mutual funds	Other securities	—	—	$2.3M	16.2%
T. Rowe Price Retirement 2050 Fund Mutual funds	Other securities	—	—	$2.1M	14.5%
T. Rowe Price Retirement 2035 Fund Mutual funds	Other securities	—	—	$1.7M	12.0%
T. Rowe Price Retirement 2040 Fund Mutual funds	Other securities	—	—	$1.0M	7.2%
T. Rowe Price Retirement 2055 Fund Mutual funds	Other securities	—	—	$953K	6.6%
Fidelity 500 Index Fund Mutual funds	Common Collective Trusts	—	—	$841K	5.9%
T. Rowe Price Retirement 2030 Fund Mutual funds	Other securities	—	—	$787K	5.5%
JP Morgan Growth Advantage Fund Mutual funds	Other securities	—	—	$703K	4.9%
Fidelity Government Money Market Trust Fund Money market fund	Common Collective Trusts	—	—	$618K	4.3%
The Hartford Dividend and Growth Fund Mutual funds	Other securities	—	—	$395K	2.8%
Fidelity Mid Cap Index Fund Mutual funds	Common Collective Trusts	—	—	$353K	2.5%
T. Rowe Price Retirement 2025 Fund Mutual funds	Other securities	—	—	$337K	2.3%
Blackrock High Yield Bond Portfolio Fund Mutual funds	Other securities	—	—	$264K	1.8%
T. Rowe Price Retirement 2060 Fund Mutual funds	Other securities	—	—	$261K	1.8%
T. Rowe Price Retirement 2020 Fund Mutual funds	Other securities	—	—	$246K	1.7%
Columbia Contrarian Core Fund Mutual funds	Other securities	—	—	$184K	1.3%
Participant loans Interest rates from 4.75% to 11.50% $0	Bonds / Notes	—	—	$175K	1.2%
Fidelity Advisor Strategic Income Fund Mutual funds	Mutual Funds	—	—	$142K	1.0%
T. Rowe Price Health Sciences Fund Mutual funds	Other securities	—	—	$122K	0.8%
iShares MSCI EAFE International Index Fund Mutual funds	Common Collective Trusts	—	—	$114K	0.8%
Cohen & Steers Real Estate Securities Fund, Inc. Mutual funds	Common Stocks	—	—	$110K	0.8%
Franklin Small Cap Value Fund Mutual funds	Mutual Funds	—	—	$106K	0.7%
PIMCO Total Return Fund Mutual funds	Mutual Funds	—	—	$103K	0.7%
American Century Mid Cap Value Fund Mutual funds	Other securities	—	—	$73K	0.5%
Franklin Small Cap Growth Fund Mutual funds	Mutual Funds	—	—	$72K	0.5%
Fidelity Advisor Energy Fund Mutual funds	Mutual Funds	—	—	$65K	0.5%
Columbia Balanced Fund Mutual funds	Other securities	—	—	$53K	0.4%
MFS International Growth Fund Mutual funds	Mutual Funds	—	—	$47K	0.3%
Fidelity Small Cap Index Fund Mutual funds	Common Collective Trusts	—	—	$38K	0.3%
Thornburg Developing World Fund Mutual funds	Other securities	—	—	$38K	0.3%
Invesco International Small-Mid Company Fund Mutual funds	Mutual Funds	—	—	$10K	<0.1%
Baird Mid Cap Growth Fund Institutional Class Mutual funds	Other securities	—	—	$8K	<0.1%