Plan Ledger DOL Form 5500 · updated monthly

Excel Contractors, LLC401(k)

EXCEL GROUP 401(K) SAVINGS PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Excel Contractors, LLC reported $131,731 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $135 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 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 114th-largest of 884 plans among Louisiana employers on file, and the 1,002nd of 5,337 in construction. In 2024, employees put in $3.82 for every $1.00 the employer contributed; active participation has grown from 3,692 to 7,735 since 2022.

Plan summary
Net assets, end of year$53,605,264
Participants with balances970
Active participants7,735
Employer contributions$1,047,669
Employee contributions$4,004,059
Employer contribution per active participant$135
Average account balance$55,263
Benefits paid to participants$8,274,126
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$53.6M · 970 accts · $1.0M emplr
2023$49.4M · 957 accts · $926K emplr
2022$45.8M · 1,015 accts · $755K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125,481
Total administrative$131,731
The Excel Contractors, LLC 401(k) match · 2024
Employer contribution per active participant$135
Median for plans this size$3,635
2024$135 per active participant
2023$171 per active participant
2022$204 per active participant

Excel Contractors, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
UBS FINANCIAL SERVICES INCindirect 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$131,731 · 0.26%
2023$122,792 · 0.26%
2022$129,307 · 0.25%
Similar plansConstruction · Louisiana
Boh Company, LLC LA$90.2M · 0.12%
Mmr Group, Inc. LA$85.0M · 0.14%
Sunland Construction, Inc. LA$54.7M · 0.10%
United Built Homes, LLC LA$27.1M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720969587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.