Plan Ledger DOL Form 5500 · updated monthly

Retif Oil & Fuel, LLC401(k)

RETIF OIL & FUEL L.L.C. 401(K) PROFIT SHARING PLAN · HARVEY, LA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Retif Oil & Fuel, LLC reported $59,471 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $8,780 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 1 year on file its reported administrative ratio rose from 0.23% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other utilities employers. By assets it is the 259th-largest of 884 plans among Louisiana employers on file, and 271st of 412 in utilities. In 2024, the employer put in $1.85 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$19,258,139
Participants with balances254
Active participants181
Employer contributions$1,589,190
Employee contributions$856,780
Employer contribution per active participant$8,780
Average account balance$75,819
Benefits paid to participants$4,530,327
Plan auditUnmodified (clean) audit opinion
AuditorPEDELAHORE & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 254 accts · $1.6M emplr
2023$18.7M · 245 accts · $1.5M emplr
2022$18.3M · 241 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,471
Total administrative$59,471
The Retif Oil & Fuel, LLC 401(k) match · 2024
Employer contribution per active participant$8,780
Median for plans this size$2,416
2024$8,780 per active participant
2023$8,450 per active participant
2022$7,116 per active participant

Retif Oil & Fuel, LLC'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 · 20241
BRINKER CAPITAL INVESTMENTS · Investment advisory (participants)$17,621

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$59,471 · 0.31%
2023$42,541 · 0.23%
2022Not separately reported
Same employer
Similar plansUtilities · Louisiana
Entergy Corporation LA$4.4B · 0.02%
Cleco Power LLC LA$476.1M · 0.09%
M&J Valve Services Inc LA$7.0M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 726029753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.