Plan Ledger DOL Form 5500 · updated monthly

La Capitol Federal Credit Union401(k)

LA CAPITOL FEDERAL CREDIT UNION 401(K) PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.29%

La Capitol Federal Credit Union reported $13,905 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. 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 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Louisiana (596th of 884), and 4,440th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$5,143,872
Participants with balances162
Active participants157
Employer contributions—
Employee contributions$432,001
Employer contribution per active participant—
Average account balance$31,752
Benefits paid to participants$522,460
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 162 accts
2023$4.6M · 171 accts
2022$3.8M · 161 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,413
Investment management$4,492
Total administrative$13,905
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 · 20241
CMFG LIFE INSURANCE COMPANY · Recordkeeping · Pension consulting$9,413

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

Recordkeeper by year2
2024TruStage (CUNA Mutual)
2023TruStage (CUNA Mutual)

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

Administrative cost history3
2024$13,905 · 0.29%
2023$11,557 · 0.27%
2022$9,789 · 0.24%
Same employer
Similar plansFinance & Insurance · Louisiana
Corporate Capital, LLC LA$5.7M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 726020667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.