Plan Ledger DOL Form 5500 · updated monthly

Dlsm, Inc.401(k)

PROFIT SHARING RETIREMENT PLAN FOR EMPLOYEES OF RES AND KONDEX · MILWAUKEE, WI · plan year 2024

Employer contribution per participant · 2024
$3,263

Dlsm, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $65,076,956 across 401 participant accounts, with employer contributions averaging $3,263 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.07% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 336th-largest of 1,936 plans among Wisconsin employers on file, and the 2,603rd of 13,661 in manufacturing. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has shrunk from 334 to 299 since 2022.

Plan summary
Net assets, end of year$65,076,956
Participants with balances401
Active participants299
Employer contributions$975,634
Employee contributions$2,115,858
Employer contribution per active participant$3,263
Average account balance$162,287
Benefits paid to participants$6,071,561
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.1M · 401 accts · $976K emplr
2023$61.5M · 431 accts · $2.3M emplr
2022$54.8M · 403 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Investment management$28,948
Total administrative-$32,161
The Dlsm, Inc. 401(k) match · 2024
Employer contribution per active participant$3,263
Median for plans this size$3,635
2024$3,263 per active participant
2023$7,117 per active participant
2022$7,342 per active participant

Dlsm, Inc.'s 2024 employer contribution ran below the $3,635 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.

Service providers · 20242
UBS · Investment advisory (plan)$28,948
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$29,856 · 0.05%
2022$41,895 · 0.07%
Same employer
Similar plansManufacturing · Wisconsin
Bell Laboratories, Inc. WI$68.1M · 0.12%
Clasen Quality Chocolate WI$67.5M · 0.01%
Foremost Farms USA WI$67.4M · 0.16%
Wago Corporation WI$66.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391320531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.