Plan Ledger DOL Form 5500 · updated monthly

Mockler Beverage Company, a Limited Partnership401(k)

BIG RED 401(K) PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Mockler Beverage Company, a Limited Partnership reported $76,285 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,168 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 0.43% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 294th-largest of 884 plans among Louisiana employers on file, and 2,138th of 4,246 in wholesale trade. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 129 to 263 since 2022.

Plan summary
Net assets, end of year$17,223,921
Participants with balances260
Active participants263
Employer contributions$307,222
Employee contributions$762,984
Employer contribution per active participant$1,168
Average account balance$66,246
Benefits paid to participants$1,500,554
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 260 accts · $307K emplr
2023$11.6M · 152 accts · $216K emplr
2022$10.6M · 149 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,285
Total administrative$76,285
The Mockler Beverage Company, a Limited Partnership 401(k) match · 2024
Employer contribution per active participant$1,168
Median for plans this size$2,416
2024$1,168 per active participant
2023$1,624 per active participant
2022$1,456 per active participant

Mockler Beverage Company, a Limited Partnership's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$5,509

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$76,285 · 0.53%
2023$51,663 · 0.47%
2022$49,814 · 0.43%
Same employer
Similar plansWholesale Trade · Louisiana
Orion South, Inc. LA$22.3M · 0.29%
Whitco Supply, LLC LA$21.4M · 0.71%
Solar Supply, LLC LA$19.3M · 0.25%
Agi Industries, Inc. LA$18.6M · 0.29%
Goldman Equipment L.L.C. LA$16.3M · 0.56%
Southwest Beverage Co. Inc. LA$15.7M · 0.02%
Lard Oil Co. LA$14.3M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 721286589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.