Plan Ledger DOL Form 5500 · updated monthly

Community Bancorp of Louisiana Inc.401(k)

COMMUNITY BANCORP OF LOUISIANA INC. RETIREMENT PLAN · RACELAND, LA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Community Bancorp of Louisiana Inc. reported $23,337 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,289 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 0.21% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 407th-largest of 884 plans among Louisiana employers on file, and 3,901st of 4,798 in finance & insurance. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 119 to 135 since 2022.

Plan summary
Net assets, end of year$10,865,371
Participants with balances133
Active participants135
Employer contributions$308,966
Employee contributions$538,026
Employer contribution per active participant$2,289
Average account balance$81,695
Benefits paid to participants$1,218,126
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 133 accts · $309K emplr
2023$9.8M · 132 accts · $285K emplr
2022$10.4M · 132 accts · $269K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,226
Investment management$22,111
Total administrative$23,337
The Community Bancorp of Louisiana Inc. 401(k) match · 2024
Employer contribution per active participant$2,289
Median for plans this size$2,416
2024$2,289 per active participant
2023$2,210 per active participant
2022$2,262 per active participant

Community Bancorp of Louisiana Inc.'s 2024 employer contribution ran below 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,426
RT JONES CAPITAL EQUITIES MGMT INC · Investment advisory (participants) · Investment advisory (plan)$22,111

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$23,337 · 0.23%
2023$23,999 · 0.24%
2022$21,961 · 0.21%
Similar plansFinance & Insurance · Louisiana
Resource Bank LA$12.2M · 0.05%
Eustis Mortgage Corporation LA$10.9M · 0.10%
Caldwell Holding Company LA$9.2M · 0.09%
Coast Professional Inc. LA$8.9M · 1.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 720961966 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.