Plan Ledger DOL Form 5500 · updated monthly

Diversified Management Group, Inc.401(k)

DIVERSIFIED MANAGEMENT GROUP, INC. 401(K) PLAN · EAU CLAIRE, WI · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Diversified Management Group, Inc. reported $28,638 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $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 2 years on file its reported administrative ratio rose from 0.55% to 0.72%. 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 Wisconsin (1,688th of 1,936), and 3,997th of 5,215 in retail trade. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has shrunk from 949 to 250 since 2022.

Plan summary
Net assets, end of year$4,191,489
Participants with balances82
Active participants250
Employer contributions$125,309
Employee contributions$276,908
Employer contribution per active participant$501
Average account balance$51,116
Benefits paid to participants$431,161
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 82 accts · $125K emplr
2023$3.7M · 118 accts · $147K emplr
2022$3.4M · 103 accts · $112K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,040
Investment management$10,696
Audit (IQPA)$11,902
Total administrative$28,638
The Diversified Management Group, Inc. 401(k) match · 2024
Employer contribution per active participant$501
Median for plans this size$1,313
2024$501 per active participant
2023$164 per active participant
2022$118 per active participant

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

Service providers · 20242
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$16,736
ORGEL WEALTH MANAGEMENT · Claims processing$11,902

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$28,638 · 0.72%
2023$22,185 · 0.63%
2022$18,510 · 0.55%
Same employer
Similar plansRetail Trade · Wisconsin
Brunsell Brothers LTD WI$4.4M · 0.47%
Viking Village, Inc WI$4.4M · 1.04%
Hayat Pharmacy, LLC WI$3.9M · 0.04%
Chrysler World, Inc. WI$3.7M · 0.42%
Wheel & Sprocket, Inc. WI$3.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273524206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.