Retirement plan

DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN

Name: DUGAS, SOILEAU & BREAUX, L.L.C. - DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN (2023) Form 5500
Creator: DUGAS, SOILEAU & BREAUX, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN, DUGAS, SOILEAU & BREAUX, L.L.C.

DUGAS, SOILEAU & BREAUX, L.L.C.EIN 20-5338510Plan #001PY 2023

P.O. DRAWER 307 - CROWLEY, LA 705270307337-783-0650dsbcpafirm.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

-7.8% from 2022

Total participants

-10.5% from 2022

Average account balance

$232,372

+9.5% from 2022

Annual return

12.13%

+28.42 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.57M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$210K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$82903

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$945K

$67474 / participant

Other / not subdivided$945K100.0%

% of EOY assets

25.408%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$232,372

$148,623+56.4%

$135,974+70.9%

$139,466+66.6%

Participation rate

92.9%

83.9%+9.0pp

81.9%+10.9pp

80.3%+12.5pp

Annual return

12.13%

79.30%-67.2pp

68.30%-56.2pp

373.66%-361.5pp

Employer contribution / active EE

$2,326

$5,246-55.7%

$4,859-52.1%

$4,754-51.1%

Participant deferral / active EE

$7,785

$8,103-3.9%

$7,760+0.3%

$6,712+16.0%

Admin fee / account holder

$59,040

$12,406+375.9%

$10,767+448.4%

$11,409+417.5%

DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion