Plan Ledger DOL Form 5500 · updated monthly

D & S Dental Laboratory, Inc.401(k)

D & S DENTAL LABORATORY, INC. 401(K) SAVINGS PLAN · WAUNAKEE, WI · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

D & S Dental Laboratory, Inc. reported $33,342 in plan administrative expenses for 2023: 0.39% of average plan assets, below the peer median. Employer contributions averaged $801 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 1 year on file its reported administrative ratio rose from 0.02% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,318th of 1,936), and 9,109th of 13,661 in manufacturing. In 2023, employees put in $3.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,284,079
Participants with balances97
Active participants91
Employer contributions$72,873
Employee contributions$283,828
Employer contribution per active participant$801
Average account balance$95,712
Benefits paid to participants$488,195
Plan auditUnmodified (clean) audit opinion
AuditorMEICHER CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$9.3M · 97 accts · $73K emplr
2022$7.8M · 100 accts · $74K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,071
Investment management$16,271
Total administrative$33,342
The D & S Dental Laboratory, Inc. 401(k) match · 2023
Employer contribution per active participant$801
Median for plans this size$1,308
2023$801 per active participant
2022$796 per active participant

D & S Dental Laboratory, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$17,071
CLEVELAND HAUSWIRTH INVESTMENT MGMT · Investment advisory (plan)$16,271

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

Administrative cost history2
2023$33,342 · 0.39%
2022$2,000 · 0.02%
Similar plansManufacturing · Wisconsin
M-B Companies, Inc. WI$9.3M · 0.59%
Vets Plus, Inc. WI$9.3M · 0.03%
R.G. Rezin, Inc. WI$9.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391467485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.