Plan Ledger DOL Form 5500 · updated monthly

Advantage Capital Management Corporation401(k)

ADVANTAGE CAPITAL 401(K) PLAN · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Advantage Capital Management Corporation reported $115,803 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $6,147 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 rose from 0.24% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 121st-largest of 884 plans among Louisiana employers on file, and the 292nd of 2,096 in real estate & leasing. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 129 to 197 since 2022.

Plan summary
Net assets, end of year$49,004,873
Participants with balances243
Active participants197
Employer contributions$1,210,941
Employee contributions$2,432,535
Employer contribution per active participant$6,147
Average account balance$201,666
Benefits paid to participants$1,308,713
Plan auditUnmodified (clean) audit opinion
AuditorLAPORTE CPA & BUSINESS ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$49.0M · 243 accts · $1.2M emplr
2023$40.1M · 203 accts · $995K emplr
2022$32.0M · 180 accts · $831K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,376
Investment management$71,427
Total administrative$115,803
The Advantage Capital Management Corporation 401(k) match · 2024
Employer contribution per active participant$6,147
Median for plans this size$2,416
2024$6,147 per active participant
2023$6,813 per active participant
2022$6,442 per active participant

Advantage Capital Management Corporation's 2024 employer contribution ran above the $2,416 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 · 20245
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$58,709
EMPOWER ADVISORY GROUP, LLC · Investment management$12,718
HOYLECOHEN LLC$10,371
CHARLES SCHWAB & CO., INC. · Securities brokerage$106

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$115,803 · 0.26%
2023$89,692 · 0.25%
2022$82,869 · 0.24%
All plans at this employer2
ADVANTAGE CAPITAL 401(K) PLAN401(k)
ADVANTAGE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansReal Estate & Leasing · Louisiana
Pbc Management, LLC LA$100.6M · 0.25%
Lcor Incorporated PA$49.1M · 0.07%
Cws Capital Partners LLC TX$48.9M · 0.40%
Pritchard & Abbott, Inc. TX$48.8M · 0.23%
Foundry Commercial, LLC NC$48.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721262990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.