Plan Ledger DOL Form 5500 · updated monthly

Taylor, Porter, Brooks & Phillips, L.L.P.Profit-sharing plan

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Taylor, Porter, Brooks & Phillips, L.L.P. reported $540 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $17,380 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 0.001% to 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 107th-largest of 884 plans among Louisiana employers on file, and the 2,519th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$55,975,622
Participants with balances127
Active participants90
Employer contributions$1,564,193
Employee contributions—
Employer contribution per active participant$17,380
Average account balance$440,753
Benefits paid to participants$2,041,893
Plan auditUnmodified (clean) audit opinion
AuditorL.A. CHAMPAGNE & CO., L.L.P.
Plan history3
Yearassets · accounts · employer contribution
2024$56.0M · 127 accts · $1.6M emplr
2023$48.4M · 118 accts · $1.6M emplr
2022$44.3M · 122 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$540
Total administrative$540
Employer contributions to the Taylor, Porter, Brooks & Phillips, L.L.P. plan · 2024
Employer contribution per active participant$17,380
Median for plans this size$3,635
2024$17,380 per active participant
2023$21,053 per active participant
2022$18,375 per active participant

Taylor, Porter, Brooks & Phillips, L.L.P.'s 2024 employer contribution ran above the $3,635 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
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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$540 · 0.00%
2023$544 · 0.00%
2022$617 · 0.00%
All plans at this employer2
TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING PLANProfit-sharing plan
TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Louisiana
Georges Enterprises, LLC LA$55.7M · 0.34%
Deutsch Kerrigan L.L.P. LA$46.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720402904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.