Plan Ledger DOL Form 5500 · updated monthly

Latter & Blum Holding, LLC401(k)

LATTER & BLUM HOLDING, LLC 401(K) PLAN · NEW ORLEANS, LA · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

Latter & Blum Holding, LLC reported $23,466 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $135 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Louisiana (584th of 884), and 1,447th of 2,096 in real estate & leasing. In 2022, employees put in $20.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,605,227
Participants with balances91
Active participants132
Employer contributions$17,856
Employee contributions$361,288
Employer contribution per active participant$135
Average account balance$61,596
Benefits paid to participants$641,759
Plan auditUnmodified (clean) audit opinion
AuditorPOSTLETHWAITE & NETTERVILLE
The Latter & Blum Holding, LLC 401(k) match · 2022
Employer contribution per active participant$135
Median for plans this size$1,114

Latter & Blum Holding, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,466 · 0.37%
Similar plansReal Estate & Leasing · Louisiana
Gulfstream Services Inc. LA$10.4M · 0.05%
Standard Enterprises, Inc. LA$10.1M · 0.39%
Vintage Realty Company LA$4.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204040237 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.