Plan Ledger DOL Form 5500 · updated monthly

The Reily Companies, LLC.401(k)

THE REILY COMPANIES RETIREMENT SAVINGS PLAN · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Reily Companies, LLC. reported $125,924 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $4,015 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 rose from 0.07% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 73rd-largest of 884 plans among Louisiana employers on file, and the 2,128th of 13,661 in manufacturing. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$86,014,653
Participants with balances721
Active participants551
Employer contributions$2,212,375
Employee contributions$2,920,071
Employer contribution per active participant$4,015
Average account balance$119,299
Benefits paid to participants$9,053,912
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPER
Plan history3
Yearassets · accounts · employer contribution
2024$86.0M · 721 accts · $2.2M emplr
2023$78.7M · 758 accts · $2.1M emplr
2022$67.4M · 757 accts · $2.2M emplr
The The Reily Companies, LLC. 401(k) match · 2024
Employer contribution per active participant$4,015
Median for plans this size$3,635
2024$4,015 per active participant
2023$3,583 per active participant
2022$3,653 per active participant

The Reily Companies, LLC.'s 2024 employer contribution ran above the $3,635 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$92,869
VANGUARD ADVISERS INC. · Investment advisory (participants)$22,026
CAPFINANCIAL PARTNERS LLC · Investment advisory (participants) · Investment advisory (plan)$11,025

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$125,924 · 0.15%
2023$47,602 · 0.07%
2022$50,439 · 0.07%
Same employer
Similar plansManufacturing · Louisiana
Bollinger Shipyards, LLC LA$109.1M · 0.12%
Stuller, Inc. LA$101.9M · 0.22%
Emr (USA Holdings) Inc. LA$84.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721226188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.