Plan Ledger DOL Form 5500 · updated monthly

U. L. Coleman Properties, LLC401(k)

U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN · SHREVEPORT, LA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

U. L. Coleman Properties, LLC reported $19,570 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $1,449 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 0.37% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Louisiana (531st of 884), and 1,337th of 2,096 in real estate & leasing. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 96 to 118 since 2022.

Plan summary
Net assets, end of year$7,061,331
Participants with balances124
Active participants118
Employer contributions$170,957
Employee contributions$337,384
Employer contribution per active participant$1,449
Average account balance$56,946
Benefits paid to participants$91,473
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 124 accts · $171K emplr
2023$5.9M · 109 accts · $163K emplr
2022$5.1M · 100 accts · $151K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,500
Audit (IQPA)$14,070
Total administrative$19,570
The U. L. Coleman Properties, LLC 401(k) match · 2024
Employer contribution per active participant$1,449
Median for plans this size$1,313
2024$1,449 per active participant
2023$1,645 per active participant
2022$1,572 per active participant

U. L. Coleman Properties, 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
EISNERAMPER LLP · Accounting / audit$14,070

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$19,570 · 0.30%
2023$19,012 · 0.35%
2022$18,100 · 0.37%
Similar plansReal Estate & Leasing · Louisiana
Stirling Properties, LLC LA$10.6M · 0.40%
Gulfstream Services Inc. LA$10.4M · 0.05%
Standard Enterprises, Inc. LA$10.1M · 0.39%
Vintage Realty Company LA$4.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273474401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.