Plan Ledger DOL Form 5500 · updated monthly

Childrens Clinic of Swla Apmc401(k)

CHILDRENS CLINIC OF SWLA APMC 401(K) PROFIT SHARING PLAN AND TRUST · LAKE CHARLES, LA · plan year 2024

Reported admin expense ratio · 2024
1.16%

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

Childrens Clinic of Swla Apmc reported $152,943 in plan administrative expenses for 2024: 1.16% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,737 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 3 years on file its reported administrative ratio has held roughly steady near 1.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 337th-largest of 884 plans among Louisiana employers on file, and the 4,674th of 11,911 in health care & social assistance. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,087,416
Participants with balances108
Active participants95
Employer contributions$259,998
Employee contributions$502,245
Employer contribution per active participant$2,737
Average account balance$130,439
Benefits paid to participants$1,552,696
Plan auditUnmodified (clean) audit opinion
AuditorLAPORTE CPAS& BUSINESS ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 108 accts · $260K emplr
2023$12.3M · 121 accts · $230K emplr
2022$11.9M · 122 accts · $238K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,440
Investment management$128,503
Total administrative$152,943
The Childrens Clinic of Swla Apmc 401(k) match · 2024
Employer contribution per active participant$2,737
Median for plans this size$2,416
2024$2,737 per active participant
2023$2,583 per active participant
2022$2,740 per active participant

Childrens Clinic of Swla Apmc's 2024 employer contribution ran above the $2,416 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
MARTIN,MARTIN,RANDALL & ASSC. INC. · Recordkeeping$7,440
ASSET PLANNING SERVICES, INC. · Investment management$128,503
LAPORTE CPAS · Accounting / audit$17,000

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

Recordkeeper by year2
2024MARTIN,MARTIN,RANDALL & ASSC. INC.
2023MARTIN,MARTIN,RANDALL & ASSC. INC.

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Administrative cost history3
2024$152,943 · 1.16%
2023$147,665 · 1.22%
2022$138,439 · 1.14%
Similar plansHealth Care & Social Assistance · Louisiana
Access Health Louisiana LA$14.1M · 0.88%
No/Aids Task Force LA$13.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720915428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.