Plan Ledger DOL Form 5500 · updated monthly

Gaubert Oil Company, Inc.401(k)

GAUBERT OIL CO., INC. 401(K) PROFIT SHARING PLAN · THIBODAUX, LA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Gaubert Oil Company, Inc. reported $27,416 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,144 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 rose from 0.03% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 402nd-largest of 884 plans among Louisiana employers on file, and 2,784th of 4,246 in wholesale trade. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,020,020
Participants with balances307
Active participants230
Employer contributions$493,155
Employee contributions$412,660
Employer contribution per active participant$2,144
Average account balance$35,896
Benefits paid to participants$945,843
Plan auditUnmodified (clean) audit opinion
AuditorLEGLUE & COMPANY CPA'S LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 307 accts · $493K emplr
2023$9.8M · 280 accts · $458K emplr
2022$8.2M · 313 accts · $591K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,416
Total administrative$27,416
The Gaubert Oil Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,144
Median for plans this size$2,416
2024$2,144 per active participant
2023$1,841 per active participant
2022$2,365 per active participant

Gaubert Oil Company, Inc.'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 · 20242
HANCOCK WHITNEY BANK · Trustee$27,416

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$27,416 · 0.26%
2023$17,348 · 0.19%
2022$2,376 · 0.03%
Same employer
Similar plansWholesale Trade · Louisiana
Lard Oil Co. LA$14.3M · 0.42%
Connector Specialists Inc LA$12.0M · 0.69%
Kipo, LLC LA$10.5M · 0.67%
Hood Motor Company LA$8.3M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720488123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.