Plan Ledger DOL Form 5500 · updated monthly

Plantation Management Company, LLC401(k)

PLANTATION MANAGEMENT COMPANY 401(K) PLAN · DENHAM SPRINGS, LA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Plantation Management Company, LLC reported $50,070 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $31 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 3 years on file its reported administrative ratio has held roughly steady near 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 329th-largest of 884 plans among Louisiana employers on file, and the 4,581st of 11,911 in health care & social assistance. In 2024, employees put in $23.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,593,404
Participants with balances608
Active participants1,750
Employer contributions$53,743
Employee contributions$1,252,597
Employer contribution per active participant$31
Average account balance$24,002
Benefits paid to participants$1,525,485
Plan auditUnmodified (clean) audit opinion
AuditorDAIGREPONT & BRIAN, APAC
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 608 accts · $54K emplr
2023$13.2M · 615 accts · $54K emplr
2022$11.1M · 651 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,820
Total administrative$50,070
The Plantation Management Company, LLC 401(k) match · 2024
Employer contribution per active participant$31
Median for plans this size$2,416
2024$31 per active participant
2023$28 per active participant
2022$59 per active participant

Plantation Management Company, LLC'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 · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$38,820
PLANTATION MANAGEMENT COMPANY LLC$11,250

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$50,070 · 0.36%
2023$51,789 · 0.43%
2022$41,212 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Louisiana
Access Health Louisiana LA$14.1M · 0.88%
No/Aids Task Force LA$13.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721097923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.