Plan Ledger DOL Form 5500 · updated monthly

Cardinal Services, LLC401(k)

CARDINAL SERVICES 401(K) & PSP · NEW IBERIA, LA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Cardinal Services, LLC reported $2,525 in plan administrative expenses for 2024: 0.04% of average plan assets, lower 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 2 years on file its reported administrative ratio fell from 0.05% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Louisiana (545th of 884), and 475th of 612 in mining, oil & gas extraction. active participation has grown from 146 to 192 since 2022.

Plan summary
Net assets, end of year$6,707,685
Participants with balances135
Active participants192
Employer contributions—
Employee contributions$459,864
Employer contribution per active participant—
Average account balance$49,687
Benefits paid to participants$784,666
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPER
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 135 accts
2023$6.2M · 114 accts
2022$5.4M · 135 accts · $414 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,525
Total administrative$2,525
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
AVANTAX INVESTMENT SERVICES, INCindirect comp
LEAFHOUSE FINANCIAL ADVISORS, LLCindirect comp
SCP RETIREMENT SERVICES LLC · Other servicesindirect 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$2,525 · 0.04%
2023$3,150 · 0.05%
2022$3,174 · 0.05%
Same employer
Similar plansMining, Oil & Gas Extraction · Louisiana
Fdf Energy Services, LLC LA$9.3M · 0.75%
Rheovest HR, LLC LA$7.7M · 0.25%
Kencoil, Inc. LA$7.7M · 0.54%
Ecoserv Holding, LLC LA$6.6M · 0.62%
All Coast, LLC LA$4.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455089837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.