Plan Ledger DOL Form 5500 · updated monthly

Kocourek Chevrolet, Inc.401(k)

KOCOUREK 401(K) PROFIT SHARING PLAN · WAUSAU, WI · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Kocourek Chevrolet, Inc. reported $83,172 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,916 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 fell from 0.53% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 954th-largest of 1,936 plans among Wisconsin employers on file, and the 1,673rd of 5,215 in retail trade. In 2024, employees put in $3.02 for every $1.00 the employer contributed; active participation has shrunk from 252 to 174 since 2022.

Plan summary
Net assets, end of year$17,404,301
Participants with balances232
Active participants174
Employer contributions$333,402
Employee contributions$1,006,827
Employer contribution per active participant$1,916
Average account balance$75,019
Benefits paid to participants$2,013,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 232 accts · $333K emplr
2023$16.0M · 275 accts · $508K emplr
2022$12.6M · 259 accts · $529K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,445
Trustee / custodial$77,727
Total administrative$83,172
The Kocourek Chevrolet, Inc. 401(k) match · 2024
Employer contribution per active participant$1,916
Median for plans this size$2,416
2024$1,916 per active participant
2023$2,776 per active participant
2022$2,098 per active participant

Kocourek Chevrolet, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
WOODTRUST BANK · Recordkeeping · Trustee$83,172

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

Recordkeeper by year2
2024WOODTRUST BANK
2023WOODTRUST BANK

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

Administrative cost history3
2024$83,172 · 0.50%
2023$71,839 · 0.50%
2022$69,967 · 0.53%
Same employer
Similar plansRetail Trade · Wisconsin
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%
Fox Brothers Piggly Wiggly WI$17.0M · 0.02%
Stein Garden Centers, Inc. WI$16.8M · 0.55%
Wg&R Furniture Co., Inc. WI$16.7M · 0.50%
Grand Appliance Co., Inc. WI$16.6M · 0.65%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391566937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.