Plan Ledger DOL Form 5500 · updated monthly

D'Amico Holding Company401(k)

D'AMICO HOLDING COMPANY 401(K) PLAN · MINNEAPOLIS, MN · plan year 2025

Reported admin expense ratio · 2025
0.60%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

D'Amico Holding Company reported $48,779 in plan administrative expenses for 2025: 0.60% of average plan assets, above the peer median. Employer contributions averaged $87 per active participant. 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 4 years on file its reported administrative ratio has held roughly steady near 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Minnesota (1,370th of 1,918), and the 634th of 2,240 in accommodation & food services. In 2025, employees put in $14.44 for every $1.00 the employer contributed; active participation has shrunk from 680 to 426 since 2022.

Plan summary
Net assets, end of year$8,712,569
Participants with balances134
Active participants426
Employer contributions$37,085
Employee contributions$535,692
Employer contribution per active participant$87
Average account balance$65,019
Benefits paid to participants$538,115
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$8.7M · 134 accts · $37K emplr
2024$7.5M · 128 accts · $37K emplr
2023$6.4M · 134 accts · $36K emplr
2022$5.4M · 133 accts · $33K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,174
Investment management$20,605
Total administrative$48,779
The D'Amico Holding Company 401(k) match · 2025
Employer contribution per active participant$87
Median for plans this size$1,464
2025$87 per active participant
2024$52 per active participant
2023$48 per active participant
2022$48 per active participant

D'Amico Holding Company's 2025 employer contribution ran below the $1,464 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$19,271

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

Administrative cost history4
2025$48,779 · 0.60%
2024$43,372 · 0.62%
2023$35,762 · 0.60%
2022$37,188 · 0.59%
Same employer
Similar plansAccommodation & Food Services · Minnesota
Burwell Enterprises, LLC MN$10.4M · 0.45%
Etoc Company, Inc. MN$9.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411718266 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.