Plan Snapshot
- Plan Sponsor: Kessler'S Diamond Center, INC.
- Sponsor EIN: 391344111
- Sponsor Address: N96 W16920 COUNTY LINE ROAD, GERMANTOWN, WI, 53022
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $12.7M | $134,233 | $737,074 |
| 2023 | 124 | $11.0M | $129,599 | $693,007 |
| 2022 | 125 | $9.2M | $132,760 | $720,217 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VRAKAS, S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS, S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $32,484 | — | — | — | — |
| 2023 | $10,679 | — | $10,679 | — | — |
| 2022 | $13,457 | — | $13,457 | — | — |