Plan Ledger DOL Form 5500 · updated monthly

Koetter Fire Protection LLC401(k)

KOETTER FIRE PROTECTION 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.92%

Koetter Fire Protection LLC reported $27,991 in plan administrative expenses for 2023: 0.92% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.98% to 1.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,438th of 5,688), and 4,381st of 5,337 in construction. active participation has shrunk from 320 to 155 since 2022.

Plan summary
Net assets, end of year$3,500,254
Participants with balances206
Active participants155
Employer contributions—
Employee contributions$613,893
Employer contribution per active participant—
Average account balance$16,992
Benefits paid to participants$117,297
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 111 accts · $132 emplr
2023$3.5M · 206 accts
2022$2.6M · 186 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,722
Investment management$269
Total administrative$27,991
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$27,990

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$35,407 · 1.11%
2023$27,991 · 0.92%
2022$25,016 · 0.98%
Same employer
Similar plansConstruction · Texas
Duphil, Inc TX$3.5M · 0.62%
Merit Electric Company TX$3.5M · 0.20%
Aerohead Group, Inc. TX$3.5M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412024408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.