Plan Ledger DOL Form 5500 · updated monthly

Engineering and Inspection Services, LLC401(k)

ENGINEERING AND INSPECTION SERVICES, LLC 401(K) PROFIT SHARING PLAN · METAIRIE, LA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Engineering and Inspection Services, LLC reported $33,016 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,370 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 fell from 0.58% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 363rd-largest of 884 plans among Louisiana employers on file, and 7,120th of 11,654 in professional & technical services. In 2024, employees put in $3.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,914,954
Participants with balances165
Active participants155
Employer contributions$367,365
Employee contributions$1,198,166
Employer contribution per active participant$2,370
Average account balance$78,272
Benefits paid to participants$1,209,866
Plan auditUnmodified (clean) audit opinion
AuditorHANNIS T. BOURGEOIS
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 165 accts · $367K emplr
2023$10.6M · 151 accts · $406K emplr
2022$8.9M · 157 accts · $389K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,016
Total administrative$33,016
The Engineering and Inspection Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,370
Median for plans this size$2,416
2024$2,370 per active participant
2023$2,988 per active participant
2022$2,545 per active participant

Engineering and Inspection Services, LLC'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 · 20243
RETIREMENT STRATEGIES GROUP, LLC · Accounting / audit · Recordkeeping$5,508
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$27,192
NATIONWIDE · Contract administrator · Custodial (securities)$1,172

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

Recordkeeper by year2
2024RETIREMENT STRATEGIES GROUP, LLC
2023RETIREMENT STRATEGIES GROUP, LLC

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

Administrative cost history3
2024$33,016 · 0.28%
2023$38,209 · 0.39%
2022$54,339 · 0.58%
Same employer
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Morris Bart, LLC LA$15.9M · 0.45%
S & W Payroll Services, LLC LA$15.8M · 0.54%
Jm Test Systems, Inc. LA$14.1M · 0.49%
Providence Holding, Inc LA$12.1M · 0.43%
Southern Power Systems, Inc LA$10.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721489005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.