Plan Ledger DOL Form 5500 · updated monthly

Port Aggregates, Inc.401(k)

PORT AGGREGATES GROUP OF COMPANIES 401(K) PLAN · JENNINGS, LA · plan year 2025

Reported admin expense ratio · 2025
0.36%

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

Port Aggregates, Inc. reported $16,970 in plan administrative expenses for 2025: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,053 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 rose from 0.18% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Louisiana (597th of 884), and 3,625th of 4,246 in wholesale trade. In 2025, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,059,925
Participants with balances134
Active participants130
Employer contributions$136,852
Employee contributions$318,149
Employer contribution per active participant$1,053
Average account balance$37,761
Benefits paid to participants$414,581
Plan auditUnmodified (clean) audit opinion
AuditorEHRICHT AND ASSOCIATES, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$5.1M · 134 accts · $137K emplr
2024$4.3M · 146 accts · $144K emplr
2023$4.4M · 134 accts · $129K emplr
2022$3.7M · 137 accts · $118K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$15,320
Trustee / custodial$1,650
Total administrative$16,970
The Port Aggregates, Inc. 401(k) match · 2025
Employer contribution per active participant$1,053
Median for plans this size$1,464
2025$1,053 per active participant
2024$912 per active participant
2023$890 per active participant
2022$868 per active participant

Port Aggregates, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
EMPLOYEE PLAN COMPLIANCE CO OF LA · Contract administrator$6,081
EHRICHT & ASSOCIATES LLC · Accounting / audit$2,550

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

Administrative cost history4
2025$16,970 · 0.36%
2024$10,271 · 0.24%
2023$6,619 · 0.16%
2022$7,122 · 0.18%
Same employer
Similar plansWholesale Trade · Louisiana
Hood Motor Company LA$8.3M · 0.88%
Ps Wholesale Floors, LLC LA$7.6M · 0.58%
Lott Oil Company, Inc. LA$7.3M · 0.32%
Tides Medical, LLC LA$4.4M · 1.04%
Krispy Krunchy Foods LLC LA$4.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720898658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.