Plan Ledger DOL Form 5500 · updated monthly

Idm Group, LLC401(k)

IDM GROUP 401(K) PLAN · MADISON, WI · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Idm Group, LLC reported $1,660 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $578 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Wisconsin (1,885th of 1,936), and 1,681st of 2,240 in accommodation & food services. In 2022, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,156,552
Participants with balances65
Active participants103
Employer contributions$59,511
Employee contributions$122,378
Employer contribution per active participant$578
Average account balance$17,793
Benefits paid to participants$130,388
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,660
Total administrative$1,660
The Idm Group, LLC 401(k) match · 2022
Employer contribution per active participant$578
Median for plans this size$1,114

Idm Group, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,660 · 0.13%
Same employer
Similar plansAccommodation & Food Services · Wisconsin
Chula Vista, Inc. WI$1.5M · 1.16%
Roaring Fork LLC WI$1.2M · 1.60%
Pablo Management LLC WI$1.1M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261285320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.