Plan Ledger DOL Form 5500 · updated monthly

Kessler's Diamond Center, Inc.ESOP

KESSLERS DIAMOND CENTER INC. EMPLOYEE STOCK OWNERSHIP PLAN · GERMANTOWN, WI · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Kessler's Diamond Center, Inc. reported $2,509 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,091 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other retail trade employers. By assets it is the 894th-largest of 1,936 plans among Wisconsin employers on file, and the 1,532nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$19,010,834
Participants with balances199
Active participants118
Employer contributions$364,732
Employee contributions—
Employer contribution per active participant$3,091
Average account balance$95,532
Benefits paid to participants$331,638
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 205 accts · $425K emplr
2023$17.2M · 205 accts · $360K emplr
2022$19.0M · 199 accts · $365K emplr
Employer contributions to the Kessler's Diamond Center, Inc. plan · 2022
Employer contribution per active participant$3,091
Median for plans this size$2,266
2024$3,242 per active participant
2023$2,924 per active participant
2022$3,091 per active participant

Kessler's Diamond Center, Inc.'s 2022 employer contribution ran above the $2,266 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 history3
2024$3,454 · 0.02%
2023$2,514 · 0.01%
2022$2,509 · 0.01%
All plans at this employer2
KESSLER'S DIAMOND CENTER, INC. 401(K) PLAN401(k)
KESSLERS DIAMOND CENTER INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Wisconsin
Holiday Auto WI$20.3M · 0.46%
Rogan Shoes, Incorporated WI$19.3M · 0.33%
Leadcar Systems, Inc. WI$19.1M · 0.38%
Full Compass Systems, LTD. WI$19.0M · 0.58%
Richardson Industries, Inc. WI$19.0M · 0.09%
Griffin Ford, Inc. WI$18.0M · 0.39%
Kocourek Chevrolet, Inc. WI$17.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391344111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.