Plan Ledger DOL Form 5500 · updated monthly

Rampart/Wurth Holding, Inc.401(k)

LATTER & BLUM PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST · NEW ORLEANS, LA · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Rampart/Wurth Holding, Inc. reported $3,605 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $272 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 0.05% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Louisiana (619th of 884), and 1,558th of 2,096 in real estate & leasing. In 2023, employees put in $5.64 for every $1.00 the employer contributed; active participation has shrunk from 302 to 218 since 2022.

Plan summary
Net assets, end of year$4,625,170
Participants with balances102
Active participants218
Employer contributions$59,244
Employee contributions$334,192
Employer contribution per active participant$272
Average account balance$45,345
Benefits paid to participants$270,348
Plan auditUnmodified (clean) audit opinion
AuditorHEARD, MCELROY & VESTAL, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 90 accts · $49K emplr
2023$4.6M · 102 accts · $59K emplr
2022$3.9M · 105 accts · $67K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,605
Total administrative$3,605
The Rampart/Wurth Holding, Inc. 401(k) match · 2023
Employer contribution per active participant$272
Median for plans this size$1,308
2024$219 per active participant
2023$272 per active participant
2022$222 per active participant

Rampart/Wurth Holding, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ACUFF & ASSOCIATES, INC. · Contract administrator$2,000
EMPOWER ADVISORY GROUP. LLC · Investment management$794

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

Administrative cost history3
2024$5,772 · 0.13%
2023$3,605 · 0.08%
2022$2,605 · 0.05%
Same employer
Similar plansReal Estate & Leasing · Louisiana
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 742530031 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.