Plan Ledger DOL Form 5500 · updated monthly

Sealy and Company LLC401(k)

SEALY AND COMPANY LLC 401(K) RETIREMENT PLAN · SHREVEPORT, LA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Sealy and Company LLC reported $44,790 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $4,305 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 0.41% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 341st-largest of 884 plans among Louisiana employers on file, and the 892nd of 2,096 in real estate & leasing. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 108 to 130 since 2022.

Plan summary
Net assets, end of year$13,985,055
Participants with balances135
Active participants130
Employer contributions$559,595
Employee contributions$1,211,936
Employer contribution per active participant$4,305
Average account balance$103,593
Benefits paid to participants$553,592
Plan auditUnmodified (clean) audit opinion
AuditorHEARD, MCELROY AND VESTAL, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 135 accts · $560K emplr
2023$10.8M · 127 accts · $483K emplr
2022$7.8M · 114 accts · $424K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,556
Investment management$18,234
Total administrative$44,790
The Sealy and Company LLC 401(k) match · 2024
Employer contribution per active participant$4,305
Median for plans this size$2,416
2024$4,305 per active participant
2023$3,804 per active participant
2022$3,924 per active participant

Sealy and Company 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,556
BANCORPSOUTH BANK · Investment advisory (plan)$16,539

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$44,790 · 0.36%
2023$36,309 · 0.39%
2022$32,832 · 0.41%
Similar plansReal Estate & Leasing · Louisiana
Hri Properties, LLC LA$37.9M · 0.59%
Affordable Rent-To-Own, LLC LA$25.4M · 0.53%
1ST Lake Properties, Inc. LA$14.7M · 0.44%
Stirling Properties, LLC LA$10.6M · 0.40%
Gulfstream Services Inc. LA$10.4M · 0.05%
Standard Enterprises, Inc. LA$10.1M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264119834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.