Plan Ledger DOL Form 5500 · updated monthly

The Baton Rouge Clinic (a Medical Corporation)401(k)

THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) 401(K) PROFIT SHARING PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

The Baton Rouge Clinic (a Medical Corporation) reported $454,366 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $14,542 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 3 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 35th-largest of 884 plans among Louisiana employers on file, and the 662nd of 11,911 in health care & social assistance. In 2024, the employer put in $2.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$191,823,651
Participants with balances748
Active participants605
Employer contributions$8,798,160
Employee contributions$3,790,783
Employer contribution per active participant$14,542
Average account balance$256,449
Benefits paid to participants$9,411,582
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$191.8M · 748 accts · $8.8M emplr
2023$168.1M · 732 accts · $8.4M emplr
2022$140.0M · 716 accts · $7.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,765
Investment management$408,801
Total administrative$454,366
The The Baton Rouge Clinic (a Medical Corporation) 401(k) match · 2024
Employer contribution per active participant$14,542
Median for plans this size$3,635
2024$14,542 per active participant
2023$14,064 per active participant
2022$13,002 per active participant

The Baton Rouge Clinic (a Medical Corporation)'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 · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$298,971
EVANS INVESTMENT ADVISORS LLC · Investment advisory (participants)$149,396
CHARLES SCHWAB & CO., INC. · Securities brokerage$692

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$454,366 · 0.25%
2023$413,125 · 0.27%
2022$396,757 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Louisiana
Lhc Group, Inc LA$540.8M · 0.57%
General Health System LA$269.1M · 0.12%
Woman's Hospital Foundation LA$192.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721111417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.