Plan Ledger DOL Form 5500 · updated monthly

Caddo Community Action Agency, Inc.401(k)

CADDO COMMUNITY ACTION AGENCY, INC. 401(K) PLAN · SHREVEPORT, LA · plan year 2024

Reported admin expense ratio · 2024
1.23%

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

Caddo Community Action Agency, Inc. reported $54,087 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $822 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 1.09% to 1.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Louisiana (627th of 884), and 8,242nd of 11,911 in health care & social assistance. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,461,765
Participants with balances283
Active participants260
Employer contributions$213,794
Employee contributions$263,563
Employer contribution per active participant$822
Average account balance$15,766
Benefits paid to participants$705,662
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS, AND INGRAM, CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 283 accts · $214K emplr
2023$4.4M · 295 accts · $187K emplr
2022$4.2M · 279 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,087
Total administrative$54,087
The Caddo Community Action Agency, Inc. 401(k) match · 2024
Employer contribution per active participant$822
Median for plans this size$1,313
2024$822 per active participant
2023$634 per active participant
2022$5,043 per active participant

Caddo Community Action Agency, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$54,086
ADKINS SEALE CAPITAL MANAGEMENT LLC · Investment advisory (plan)indirect comp

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$54,087 · 1.23%
2023$47,872 · 1.12%
2022$43,563 · 1.09%
Similar plansHealth Care & Social Assistance · Louisiana
Union General Hospital LA$4.3M · 0.33%
Broadway Services Inc. LA$4.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720708091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.