Retirement plan

KITCHEN KONCEPTS OF WILLARD, INC. PROFIT SHARING PLAN

Name: KITCHEN KONCEPTS OF WILLARD, INC. - KITCHEN KONCEPTS OF WILLARD, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: KITCHEN KONCEPTS OF WILLARD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KITCHEN KONCEPTS OF WILLARD, INC. PROFIT SHARING PLAN, KITCHEN KONCEPTS OF WILLARD, INC.

KITCHEN KONCEPTS OF WILLARD, INC.EIN 39-1699458Plan #001PY 2025

N8602 HIGHWAY G - WILLARD, WI 54493715-267-7639

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.5M

-0.2% from 2024

Total participants

-16.7% from 2024

Average account balance

$303,302

+19.8% from 2024

Annual return

14.57%

+2.98 pp from 2024

Benchmarks

See 24,949 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort24,949 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$303K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.57%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$48889

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$244K

$48889 / participant

Other / not subdivided$244K100.0%

% of EOY assets

16.119%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$303,302

$129,737+133.8%

$119,126+154.6%

$154,746+96.0%

Participation rate

100.0%

78.9%+21.1pp

75.8%+24.2pp

80.7%+19.3pp

Annual return

14.57%

379.08%-364.5pp

282.11%-267.5pp

172.34%-157.8pp

Employer contribution / active EE

$2,071

$4,375-52.7%

$4,034-48.7%

$4,379-52.7%

Participant deferral / active EE

$1,368

$5,842-76.6%

$5,318-74.3%

$6,730-79.7%

Admin fee / account holder

$48,889

$11,961+308.7%

$10,693+357.2%

$14,365+240.3%

KITCHEN KONCEPTS OF WILLARD, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KITCHEN KONCEPTS OF WILLARD, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion