Plan Ledger DOL Form 5500 · updated monthly

Abell, LLC401(k)

ABELL RETIREMENT PLAN AND TRUST · MONROE, LA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Abell, LLC reported $82,957 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,584 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 290th-largest of 884 plans among Louisiana employers on file, and the 6,496th of 13,661 in manufacturing. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 107 to 120 since 2022.

Plan summary
Net assets, end of year$17,337,015
Participants with balances154
Active participants120
Employer contributions$310,084
Employee contributions$568,890
Employer contribution per active participant$2,584
Average account balance$112,578
Benefits paid to participants$1,943,074
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS, AND INGRAM LLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 154 accts · $310K emplr
2023$16.7M · 155 accts · $284K emplr
2022$16.0M · 159 accts · $369K emplr
The Abell, LLC 401(k) match · 2024
Employer contribution per active participant$2,584
Median for plans this size$2,416
2024$2,584 per active participant
2023$2,450 per active participant
2022$3,445 per active participant

Abell, LLC's 2024 employer contribution ran above 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 · 20244
ACG ADVISORY SERVICES INC · Investment advisory (plan)$34,482
NFP RETIREMENT INC · Contract administrator$31,867
EMPOWER ADVISORY GROUP LLC · Investment management$5,260

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

Administrative cost history3
2024$82,957 · 0.49%
2023$77,303 · 0.47%
2022$82,985 · 0.47%
Same employer
Similar plansManufacturing · Louisiana
Deltech Monomers Opco LLC LA$19.1M · 0.29%
Crown Crafts, Inc. LA$18.5M · 0.52%
K & B Machine Works, LLC LA$17.8M · 0.18%
Lula-Westfield, L.L.C. LA$15.5M · 0.40%
Pepper Source, LTD. LA$15.0M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720568321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.