Plan Ledger DOL Form 5500 · updated monthly

John L. Lowery & Associates, Inc.401(k)

JOHN L. LOWERY & ASSOCIATES, INC. SAVINGS PLAN AND TRUST · BATON ROUGE, LA · plan year 2022

Reported admin expense ratio · 2022
0.01%

John L. Lowery & Associates, Inc. reported $175 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Louisiana (732nd of 884), and 10,726th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,453,036
Participants with balances64
Active participants91
Employer contributions—
Employee contributions$112,486
Employer contribution per active participant—
Average account balance$38,329
Benefits paid to participants$719,122
Plan auditUnmodified (clean) audit opinion
AuditorTWRU CPAS AND FINANCIAL ADVISORS
Administrative expenses, itemized · 2022
Professional / advisory$175
Total administrative$175
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$175 · 0.01%
Similar plansProfessional & Technical Services · Louisiana
Proof Media Mix LLC LA$3.1M · 0.33%
Can-Usa, Inc. LA$2.9M · 0.42%
Champion Management LA$2.4M · 0.33%
HR Solutions, LLC LA$2.0M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720820476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.