Plan Ledger DOL Form 5500 · updated monthly

Adams and Reese LLP401(k)

ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Adams and Reese LLP reported $174,243 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $14,619 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 0.09% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 28th-largest of 884 plans among Louisiana employers on file, and the 639th of 11,654 in professional & technical services. In 2024, the employer put in $1.78 for every $1.00 employees contributed themselves; active participation has grown from 339 to 384 since 2022.

Plan summary
Net assets, end of year$261,545,714
Participants with balances575
Active participants384
Employer contributions$5,613,580
Employee contributions$3,158,474
Employer contribution per active participant$14,619
Average account balance$454,862
Benefits paid to participants$14,557,478
Plan auditUnmodified (clean) audit opinion
AuditorBOURGEOIS BENNETT LLC
Plan history3
Yearassets · accounts · employer contribution
2024$261.5M · 575 accts · $5.6M emplr
2023$231.5M · 546 accts · $5.3M emplr
2022$212.9M · 559 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,288
Investment management$115,955
Total administrative$174,243
The Adams and Reese LLP 401(k) match · 2024
Employer contribution per active participant$14,619
Median for plans this size$3,635
2024$14,619 per active participant
2023$15,348 per active participant
2022$13,373 per active participant

Adams and Reese LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20249
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$58,288
NEWEDGE ADVISORS LLC · Investment advisory (participants)$23,454
STOKES FAMILY OFFICE LLC · Investment advisory (participants)$21,612
CAPFINANCIAL PARTNERS LLC · Investment advisory (participants)$21,043
WADDELL & ASSOCIATES · Investment advisory (participants)$13,498
LEAVELL INVESTMENT MANAGEMENT · Investment advisory (participants)$12,926
RED DOOR WEALTH MANAGEMENT LLC · Investment advisory (participants)$10,548
DIVERSIFIED TRUST COMPANY INC · Investment advisory (participants)$10,502
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,271

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$174,243 · 0.07%
2023$151,608 · 0.07%
2022$205,888 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Louisiana
Lamar Media Corp. LA$517.3M · 0.06%
Jones Walker LLP LA$474.3M · 0.03%
Phelps Dunbar, LLP LA$294.9M · 0.06%
Kean Miller LLP LA$162.9M · 0.02%
Liskow and Lewis, Aplc LA$159.7M · 0.02%
McGlinchey Stafford, PLLC LA$133.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720424362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.