Plan Ledger DOL Form 5500 · updated monthly

G.E.O. Heat Exchangers, L.L.C.401(k)

G.E.O. HEAT EXCHANGERS, L.L.C. 401(K) PLAN · ST GABRIEL, LA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

G.E.O. Heat Exchangers, L.L.C. reported $24,862 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $2,231 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 0.46% to 0.36%. 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 (526th of 884), and 1,982nd of 3,341 in other services. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,198,902
Participants with balances122
Active participants165
Employer contributions$368,108
Employee contributions$655,801
Employer contribution per active participant$2,231
Average account balance$59,007
Benefits paid to participants$1,580,704
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 122 accts · $368K emplr
2023$6.8M · 132 accts · $382K emplr
2022$5.1M · 125 accts · $381K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,202
Investment management$13,660
Total administrative$24,862
The G.E.O. Heat Exchangers, L.L.C. 401(k) match · 2024
Employer contribution per active participant$2,231
Median for plans this size$1,313
2024$2,231 per active participant
2023$2,847 per active participant
2022$2,442 per active participant

G.E.O. Heat Exchangers, L.L.C.'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 · 20242
MC BYRD WEALTH MANAGEMENT LLC · Investment advisory (plan)$13,644
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,202

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$24,862 · 0.36%
2023$36,554 · 0.62%
2022$24,254 · 0.46%
Similar plansOther Services · Louisiana
Howell Industries, Inc. LA$9.7M · 0.62%
Iberville Companies, LLC LA$8.7M · 0.72%
New Orleans Country Club LA$6.1M · 0.06%
The Blood Center LA$6.0M · 0.67%
Start Corporation LA$4.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721344470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.