Plan Ledger DOL Form 5500 · updated monthly

Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, Inc.401(k)

ROSE NEATH FUNERAL HOMES RETIREMENT SAVINGS PLAN · SHREVEPORT, LA · plan year 2024

Reported admin expense ratio · 2024
1.02%

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

Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, Inc. reported $42,309 in plan administrative expenses for 2024: 1.02% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,112 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 3 years on file its reported administrative ratio has held roughly steady near 1.02%. 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 (632nd of 884), and 2,413th of 3,341 in other services. In 2024, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,353,149
Participants with balances95
Active participants70
Employer contributions$77,832
Employee contributions$242,967
Employer contribution per active participant$1,112
Average account balance$45,823
Benefits paid to participants$279,010
Plan auditUnmodified (clean) audit opinion
AuditorWARREN & BELL CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 95 accts · $78K emplr
2023$4.0M · 99 accts · $67K emplr
2022$3.7M · 105 accts · $68K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,726
Investment management$4,583
Total administrative$42,309
The Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,112
Median for plans this size$1,313
2024$1,112 per active participant
2023$842 per active participant
2022$931 per active participant

Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, Inc.'s 2024 employer contribution ran below 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$37,725
KEMP AND ASSOCIATES LLC · Investment advisory (plan)$4,583

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 Standard
2023The Standard

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

Administrative cost history3
2024$42,309 · 1.02%
2023$51,014 · 1.33%
2022$40,316 · 1.01%
Similar plansOther Services · Louisiana
The Blood Center LA$6.0M · 0.67%
Start Corporation LA$4.7M · 0.02%
Adriatic Marine, L.L.C. LA$4.3M · 0.47%
Ohio Management, LLC LA$4.0M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720303980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.