Plan Ledger DOL Form 5500 · updated monthly

Anniversary Holding Company401(k)

ANNIVERSARY HOLDING COMPANY 401(K) PLAN · LAFEYETTE, LA · plan year 2024

Reported admin expense ratio · 2024
3.21%

Anniversary Holding Company reported $17,401 in plan administrative expenses for 2024: 3.21% of average plan assets, higher than ~75% of peers. 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 3.21%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Louisiana (850th of 884), and 3,152nd of 3,341 in other services.

Plan summary
Net assets, end of year$624,298
Participants with balances130
Active participants427
Employer contributions—
Employee contributions$251,998
Employer contribution per active participant—
Average account balance$4,802
Benefits paid to participants$159,282
Plan auditUnmodified (clean) audit opinion
AuditorKOLDER, SLAVEN & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$624K · 130 accts
2023$461K · 122 accts
2022$282K · 121 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,401
Total administrative$17,401
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 · 20241
JOHN HANCOCK USA · Recordkeeping$1,543

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$17,401 · 3.21%
2023$17,466 · 4.70%
2022$8,795 · 3.11%
Same employer
Similar plansOther Services · Louisiana
The Arc Baton Rouge LA$877K · 0.03%
The Arc of St Charles LA$697K · 0.02%
Sti, LLC LA$167K · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270177061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.