Plan Ledger DOL Form 5500 · updated monthly

Excelth, IncorporatedDC plan

403(B) THRIFT PLAN OF EXCELTH, INCORPORATED · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Excelth, Incorporated reported $1,035 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,811 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 1 year on file its reported administrative ratio rose from 0.02% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Louisiana (715th of 884), and 2,687th of 3,341 in other services. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,844,865
Participants with balances135
Active participants104
Employer contributions$188,340
Employee contributions$193,438
Employer contribution per active participant$1,811
Average account balance$21,073
Benefits paid to participants$100,275
Plan history2
Yearassets · accounts · employer contribution
2024$2.8M · 135 accts · $188K emplr
2023$2.3M · 138 accts · $195K emplr
Employer contributions to the Excelth, Incorporated plan · 2024
Employer contribution per active participant$1,811
Median for plans this size$1,313
2024$1,811 per active participant
2023$1,786 per active participant

Excelth, Incorporated's 2024 employer contribution ran above the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,287

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history2
2024$1,035 · 0.04%
2023$387 · 0.02%
Similar plansOther Services · Louisiana
Ohio Management, LLC LA$4.0M · 0.38%
The Arc Caddo-Bossier LA$3.4M · 0.10%
Arise Academy LA$2.8M · 1.18%
Dean Equipment, Inc LA$2.5M · 0.10%
Burner Fire Control Inc. LA$2.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721193463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.