Plan Ledger DOL Form 5500 · updated monthly

Hannis T. Bourgeois, LLP401(k)

HANNIS T. BOURGEOIS, LLP PROFIT SHARING PLAN & TRUST · BATON ROUGE, LA · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Hannis T. Bourgeois, LLP reported $78,083 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,698 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 0.24% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 176th-largest of 884 plans among Louisiana employers on file, and the 3,795th of 11,654 in professional & technical services. In 2023, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,874,401
Participants with balances166
Active participants137
Employer contributions$369,628
Employee contributions$986,063
Employer contribution per active participant$2,698
Average account balance$204,063
Benefits paid to participants$332,244
Plan auditUnmodified (clean) audit opinion
AuditorSALTMARSH, CLEAVELAND & GUND
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 177 accts · $397K emplr
2023$33.9M · 166 accts · $370K emplr
2022$27.6M · 170 accts · $329K emplr
The Hannis T. Bourgeois, LLP 401(k) match · 2023
Employer contribution per active participant$2,698
Median for plans this size$2,440
2024$2,796 per active participant
2023$2,698 per active participant
2022$2,508 per active participant

Hannis T. Bourgeois, LLP's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$77,471
THE HASLAUER GROUP, INC. · Recordkeeping · Loan processing$1,213
LPL FINANCIAL CORPORATION · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024THE HASLAUER GROUP, INC., Transamerica
2023THE HASLAUER GROUP, INC., Transamerica

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

Administrative cost history3
2024$94,337 · 0.28%
2023$78,083 · 0.25%
2022$72,479 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Louisiana
T. Baker Smith, LLC. LA$40.0M · 0.32%
Ampirical Solutions, LLC LA$30.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720636725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.