Plan Ledger DOL Form 5500 · updated monthly

Valluzzo Companies, LLC401(k)

VALLUZZO COMPANIES, LLC 401(K) RETIREMENT PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Valluzzo Companies, LLC reported $167,162 in plan administrative expenses for 2024: 0.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $715 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 0.72% to 0.77%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 226th-largest of 884 plans among Louisiana employers on file, and the 259th of 2,240 in accommodation & food services. In 2024, employees put in $1.30 for every $1.00 the employer contributed; active participation has grown from 721 to 1,123 since 2022.

Plan summary
Net assets, end of year$23,267,765
Participants with balances728
Active participants1,123
Employer contributions$802,779
Employee contributions$1,045,105
Employer contribution per active participant$715
Average account balance$31,961
Benefits paid to participants$732,533
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPER
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 728 accts · $803K emplr
2023$19.9M · 781 accts · $853K emplr
2022$17.4M · 718 accts · $783K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$167,162
Total administrative$167,162
The Valluzzo Companies, LLC 401(k) match · 2024
Employer contribution per active participant$715
Median for plans this size$2,416
2024$715 per active participant
2023$863 per active participant
2022$1,085 per active participant

Valluzzo Companies, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20245
PRINCIPAL LIFE INSURANCE COMPAY · Contract administrator · Loan processing$167,161
WHITNEY BANK · Trusteeindirect comp
EISNER AMPER · Accounting / auditindirect comp
HEARD MCELORY & VESTAL, LLC · Accounting / audit · Other servicesindirect comp
WILSHIRE ASSOCIATES INC. · Investment advisory (plan)indirect 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$167,162 · 0.77%
2023$146,489 · 0.78%
2022$134,072 · 0.72%
Same employer
Similar plansAccommodation & Food Services · Louisiana
Johnnys Pizza House, Inc. LA$52.8M · 0.09%
Hilton International LLC VA$23.6M · 0.06%
Hotspur Resorts Nevada LTD. NV$23.4M · 0.10%
Quality Dining, Inc. IN$23.3M · 0.28%
Remarkable Foods, Inc. NY$23.0M · 0.10%
Ivar's, Inc. WA$22.9M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 383821140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.