Retirement plan

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN

Name: TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. - TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN (2024) Form 5500
Creator: TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN, TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P.

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P.EIN 72-0402904Plan #002PY 2024

PO BOX 2471 - BATON ROUGE, LA 70821225-387-3221LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$56.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13M

+18.3% from 2023

Total participants

173

+7.5% from 2023

Average account balance

$74,871

+10.1% from 2023

Annual return

17.42%

-5.30 pp from 2023

Benchmarks

See 6,278 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,278 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.95M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

173

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$951K

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

+17.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$60
CHARLES SCHWAB & CO., INC.1 year Service code 33 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105	Securities brokerage	$0

Plan features & details

Pension benefit codes2E2G2J2R2T3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$60

$0 / participant

Recordkeeping$60100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: L.A. CHAMPAGNE & CO, L.L.P.
Auditor EIN: 720454386
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$74,871

$101,672-26.4%

$147,117-49.1%

$74,478+0.5%

Participation rate

100.0%

75.5%+24.5pp

82.2%+17.8pp

67.2%+32.8pp

Annual return

17.42%

8757.83%-8740.4pp

420.54%-403.1pp

1370.56%-1353.1pp

Employer contribution / active EE

$1,571

$3,813-58.8%

$4,932-68.1%

$2,626-40.2%

Participant deferral / active EE

$5,973

$7,305-18.2%

$8,065-25.9%

$4,350+37.3%

Admin fee / account holder

$1,753-100.0%

$12,993-100.0%

$1,946-100.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$60

CHARLES SCHWAB & CO., INC.1 year

Service code 33 · EIN 94-1737782

211 MAIN STREET · SAN FRANCISCO, CA 94105

Securities brokerage

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 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