Plan Ledger DOL Form 5500 · updated monthly

Liskow and Lewis, Aplc401(k)

LISKOW AND LEWIS RETIREMENT PLAN AND TRUST · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Liskow and Lewis, Aplc reported $29,001 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $17,220 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 fell from 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 43rd-largest of 884 plans among Louisiana employers on file, and the 987th of 11,654 in professional & technical services. In 2024, the employer put in $1.45 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$159,695,111
Participants with balances247
Active participants193
Employer contributions$3,323,554
Employee contributions$2,286,266
Employer contribution per active participant$17,220
Average account balance$646,539
Benefits paid to participants$10,485,107
Plan auditUnmodified (clean) audit opinion
AuditorBOURGEOIS BENNETT LLC
Plan history3
Yearassets · accounts · employer contribution
2024$159.7M · 247 accts · $3.3M emplr
2023$146.3M · 249 accts · $3.2M emplr
2022$134.5M · 257 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,001
Total administrative$29,001
The Liskow and Lewis, Aplc 401(k) match · 2024
Employer contribution per active participant$17,220
Median for plans this size$3,635
2024$17,220 per active participant
2023$16,764 per active participant
2022$16,222 per active participant

Liskow and Lewis, Aplc's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$29,001

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$29,001 · 0.02%
2023$22,053 · 0.02%
2022$40,356 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Louisiana
Phelps Dunbar, LLP LA$294.9M · 0.06%
Adams and Reese LLP LA$261.5M · 0.07%
Kean Miller LLP LA$162.9M · 0.02%
McGlinchey Stafford, PLLC LA$133.4M · 0.05%
Edg, Inc. LA$123.0M

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Source: U.S. Department of Labor, Form 5500 series, EIN 721134245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.