Plan Ledger DOL Form 5500 · updated monthly

River Birch LLC401(k)

RIVER BIRCH LLC 401(K) PROFIT SHARING PLAN & TRUST · HARVEY, LA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

River Birch LLC reported $31,159 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,592 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 0.42% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Louisiana (477th of 884), and 3,295th of 5,337 in construction. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 213 to 366 since 2022.

Plan summary
Net assets, end of year$8,661,015
Participants with balances230
Active participants366
Employer contributions$582,651
Employee contributions$914,321
Employer contribution per active participant$1,592
Average account balance$37,657
Benefits paid to participants$1,466,965
Plan auditUnmodified (clean) audit opinion
AuditorMALCOLM DIENES
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 230 accts · $583K emplr
2023$7.3M · 170 accts · $442K emplr
2022$6.1M · 186 accts · $451K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,449
Investment management$18,850
Trustee / custodial$860
Total administrative$31,159
The River Birch LLC 401(k) match · 2024
Employer contribution per active participant$1,592
Median for plans this size$1,313
2024$1,592 per active participant
2023$1,728 per active participant
2022$2,119 per active participant

River Birch LLC's 2024 employer contribution ran above the $1,313 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 · 20242
PAYCHEX, INC. · Recordkeeping$11,709
UBS - RETIREMENT PLAN CONSULTING · Investment advisory (participants)$18,850

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

Recordkeeper by year2
2024Paychex
2023Paychex, UBS - RETIREMENT PLAN CONSULTING

This plan has changed recordkeepers within these filings. If you left River Birch 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$31,159 · 0.39%
2023$26,887 · 0.40%
2022$25,601 · 0.42%
Similar plansConstruction · Louisiana
Gibbs Construction L.L.C. LA$9.0M · 0.08%
R & R Construction, Inc. LA$8.8M · 0.56%
Benton & Brown, L.L.C. LA$8.8M · 0.28%
Group Industries, LLC LA$8.6M · 0.08%
Tanner Services, LLC LA$8.3M · 0.92%
Aqueos Corporation LA$7.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721217525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.