Plan Ledger DOL Form 5500 · updated monthly

Baton Rouge Country Club, Inc.401(k)

BATON ROUGE COUNTRY CLUB EMPLOYEES' RETIREMENT PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Baton Rouge Country Club, Inc. reported $2,258 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,167 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 0.02% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Louisiana (594th of 884), and 920th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 99 to 170 since 2022.

Plan summary
Net assets, end of year$5,221,944
Participants with balances180
Active participants170
Employer contributions$198,420
Employee contributions$429,409
Employer contribution per active participant$1,167
Average account balance$29,011
Benefits paid to participants$256,238
Plan auditUnmodified (clean) audit opinion
AuditorHAWTHORN WAYMOUTH & CARROLL
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 180 accts · $198K emplr
2023$4.3M · 128 accts · $161K emplr
2022$4.1M · 106 accts · $132K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,258
Total administrative$2,258
The Baton Rouge Country Club, Inc. 401(k) match · 2024
Employer contribution per active participant$1,167
Median for plans this size$1,313
2024$1,167 per active participant
2023$1,399 per active participant
2022$1,331 per active participant

Baton Rouge Country Club, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
STAN CORP FINANCIAL GROUP · Claims processing · Recordkeeping$25,309
RETIREMENT STRATEGIES GROUP LLC · Recordkeeping$300
LINCOLN NATIONAL CORPORATION · Contract administrator$1,093

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

Recordkeeper by year2
2024RETIREMENT STRATEGIES GROUP LLC, STAN CORP FINANCIAL GROUP
2023The Standard

This plan has changed recordkeepers within these filings. If you left Baton Rouge Country Club, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,258 · 0.05%
2023$370 · 0.01%
2022$710 · 0.02%
Similar plansArts, Entertainment & Recreation · Louisiana
Oki Golf LLC WA$5.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720373255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.