Plan Ledger DOL Form 5500 · updated monthly

Porteous, Hainkel & Johnson, LLP401(k)

PORTEOUS, HAINKEL & JOHNSON, LLP 401(K) RETIREMENT PLAN AND TRUST · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Porteous, Hainkel & Johnson, LLP reported $34,492 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $7,353 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 0.21% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 218th-largest of 884 plans among Louisiana employers on file, and the 4,896th of 11,654 in professional & technical services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves; active participation has grown from 77 to 91 since 2022.

Plan summary
Net assets, end of year$24,043,359
Participants with balances130
Active participants91
Employer contributions$669,112
Employee contributions$546,408
Employer contribution per active participant$7,353
Average account balance$184,949
Benefits paid to participants$1,831,561
Plan auditUnmodified (clean) audit opinion
AuditorBOURGEOIS BENNETT LLC
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 130 accts · $669K emplr
2023$22.2M · 118 accts · $598K emplr
2022$22.3M · 117 accts · $586K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,075
Investment management$1,585
Total administrative$34,492
The Porteous, Hainkel & Johnson, LLP 401(k) match · 2024
Employer contribution per active participant$7,353
Median for plans this size$2,416
2024$7,353 per active participant
2023$7,035 per active participant
2022$7,605 per active participant

Porteous, Hainkel & Johnson, LLP's 2024 employer contribution ran above the $2,416 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$27,660
HUB INTERNATIONAL MIDWEST LIMITED · Investment advisory (plan)$6,832
CHARLES SCHWAB · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$34,492 · 0.15%
2023$46,757 · 0.21%
2022$50,051 · 0.21%
Similar plansProfessional & Technical Services · Louisiana
Darnall, Sikes & Frederick LA$27.1M · 0.31%
Frilot L.L.C. LA$27.0M · 0.00%
G. E. C., Inc. LA$23.4M · 0.30%
M S Benbow & Associates LA$19.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720374285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.