Plan Ledger DOL Form 5500 · updated monthly

Corporate Capital, LLC401(k)

CORPORATE CAPITAL, LLC 401(K) PLAN · NEW ORLEANS, LA · plan year 2022

Reported admin expense ratio · 2022
0.82%

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

Corporate Capital, LLC reported $93,933 in plan administrative expenses for 2022: 0.82% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,486 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Louisiana (577th of 884), and 4,395th of 4,798 in finance & insurance. In 2022, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,730,704
Participants with balances57
Active participants62
Employer contributions$92,151
Employee contributions$250,144
Employer contribution per active participant$1,486
Average account balance$100,539
Benefits paid to participants$9,382,397
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$80,683
Professional / advisory$13,250
Total administrative$93,933
The Corporate Capital, LLC 401(k) match · 2022
Employer contribution per active participant$1,486
Median for plans this size$2,266

Corporate Capital, LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$93,933 · 0.82%
Similar plansFinance & Insurance · Louisiana
Concordia Bank & Trust LA$8.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721425144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.