Plan Ledger DOL Form 5500 · updated monthly

Kohart, Inc.401(k)

THE KOPP'S GROUP 401(K) PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.73%

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

Kohart, Inc. reported $44,617 in plan administrative expenses for 2022: 0.73% of average plan assets, above the peer median. Employer contributions averaged $648 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 (1,562nd of 1,936), and the 813th of 2,240 in accommodation & food services. In 2022, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,768,007
Participants with balances76
Active participants114
Employer contributions$73,834
Employee contributions$256,712
Employer contribution per active participant$648
Average account balance$75,895
Benefits paid to participants$188,630
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$44,617
Total administrative$44,617
The Kohart, Inc. 401(k) match · 2022
Employer contribution per active participant$648
Median for plans this size$1,114

Kohart, Inc.'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$44,617 · 0.73%
Similar plansAccommodation & Food Services · Wisconsin
Valley Management, Inc. WI$8.3M · 0.50%
Schanock Packerland, LLC WI$8.0M · 0.34%
Cousins Submarines, Inc. WI$6.6M · 0.42%
Kitchen Fresh Foods, LLC WI$4.6M · 0.06%
Courtesy Corporation WI$4.5M · 0.68%
Doro, Incorporated WI$4.4M · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391145554 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.