Plan Ledger DOL Form 5500 · updated monthly

Dennis Kirk, Inc.401(k)

DENNIS KIRK, INC. 401(K) SAVINGS PLAN · RUSH CITY, MN · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Dennis Kirk, Inc. reported $19,178 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,501 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 3 years on file its reported administrative ratio rose from 0.22% to 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Minnesota (1,337th of 1,918), and 2,758th of 5,215 in retail trade. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,389,460
Participants with balances142
Active participants125
Employer contributions$187,611
Employee contributions$349,028
Employer contribution per active participant$1,501
Average account balance$66,123
Benefits paid to participants$570,970
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$8.3M · 138 accts · $74K emplr
2024$9.4M · 142 accts · $188K emplr
2023$8.4M · 139 accts · $361K emplr
2022$7.6M · 125 accts · $356K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,703
Investment management$17,475
Total administrative$19,178
The Dennis Kirk, Inc. 401(k) match · 2024
Employer contribution per active participant$1,501
Median for plans this size$1,313
2025$512 per active participant
2024$1,501 per active participant
2023$2,913 per active participant
2022$3,120 per active participant

Dennis Kirk, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ROBERT W BAIRD & CO INCORPORATED · Investment advisory (plan)$17,475

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$23,012 · 0.26%
2024$19,178 · 0.22%
2023$18,309 · 0.23%
2022$17,471 · 0.22%
Same employer
Similar plansRetail Trade · Minnesota
Bold Orange Company, LLC MN$10.2M · 0.31%
Saturn of St. Paul, Inc. MN$9.5M · 0.56%
Km Supermarkets, Inc. MN$8.4M · 0.36%
Fluid Interiors, LLC MN$8.0M · 0.04%
Linn Retail Centers, Inc. MN$7.9M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411302320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.