Plan Ledger DOL Form 5500 · updated monthly

Pbc Management, LLC401(k)

PBC MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN · MANDEVILLE, LA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Pbc Management, LLC reported $242,309 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,896 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 0.22% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 63rd-largest of 884 plans among Louisiana employers on file, and the 126th of 2,096 in real estate & leasing. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 966 to 1,064 since 2022.

Plan summary
Net assets, end of year$100,649,016
Participants with balances1,214
Active participants1,064
Employer contributions$3,081,723
Employee contributions$5,808,390
Employer contribution per active participant$2,896
Average account balance$82,907
Benefits paid to participants$16,118,864
Plan auditUnmodified (clean) audit opinion
AuditorBOURGEOIS BENNETT, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$100.6M · 1,214 accts · $3.1M emplr
2023$97.0M · 1,182 accts · $2.6M emplr
2022$84.9M · 1,139 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$155,128
Investment management$22,856
Audit (IQPA)$15,000
Total administrative$242,309
The Pbc Management, LLC 401(k) match · 2024
Employer contribution per active participant$2,896
Median for plans this size$3,635
2024$2,896 per active participant
2023$2,577 per active participant
2022$2,406 per active participant

Pbc Management, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$155,128
SYNOVUS TRUST COMPANY N.A. · Investment advisory (plan)$65,000
BOURGEOIS BENNETT LLC · Accounting / audit$15,000
ADVISED ASSETS GROUP, LLC · Investment management$6,606

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Pbc Management, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$242,309 · 0.25%
2023$229,290 · 0.25%
2022$200,771 · 0.22%
Same employer
Similar plansReal Estate & Leasing · Louisiana
The Hartz Group, Inc. NJ$103.4M · 0.22%
AVENUE5 Residential, LLC WA$102.1M · 0.42%
Dream Finders Homes, LLC FL$98.2M · 0.34%
Stream Realty Partners TX$97.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593294835 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.