Retirement plan

LAPORTE, APAC EMPLOYEES RETIREMENT PLAN

Name: LAPORTE, A PROFESSIONAL ACCOUNTING CORPORATION - LAPORTE, APAC EMPLOYEES RETIREMENT PLAN (2024) Form 5500
Creator: LAPORTE, A PROFESSIONAL ACCOUNTING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAPORTE, APAC EMPLOYEES RETIREMENT PLAN, LAPORTE, A PROFESSIONAL ACCOUNTING CORPORATION

LAPORTE, A PROFESSIONAL ACCOUNTING CORPORATIONEIN 72-1088864Plan #001PY 2024

111 VETERANS BLVD., SUITE 600 - METAIRIE, LA 70005504-835-5522

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 1, 2019 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$46.3M

+13.5% from 2023

Total participants

313

-7.1% from 2023

Average account balance

$153,275

+21.4% from 2023

Annual return

15.20%

-3.18 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

$46.29M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

302

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
MORNINGSTAR8 years Service code 27 · EIN 36-3297908	Advisory (Plan)	$17,865
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602	Other Services	$17,074
BROUSSARD POCHE' LLP3 years Filed as: BROUSSARD POCHE LLP Service code 99 · EIN 72-0538016	Other Fees	$11,000
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491	Advisory (Participants)	$5,986

Plan features & details

Pension benefit codes3D2A2E2F2G2J2R2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$26K

$148 / participant

Investment mgmt$18K70.4%
Contract admin$7K26.3%
Other / not subdivided$8503.3%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BROUSSARD POCHE', LLP
Auditor EIN: 720538016
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$153,275

$101,672+50.8%

$147,117+4.2%

$74,478+105.8%

Participation rate

93.8%

75.5%+18.2pp

82.2%+11.6pp

67.2%+26.5pp

Annual return

15.20%

8757.83%-8742.6pp

420.54%-405.3pp

1370.56%-1355.4pp

Employer contribution / active EE

$4,878

$3,813+27.9%

$4,932-1.1%

$2,626+85.7%

Participant deferral / active EE

$7,190

$7,305-1.6%

$8,065-10.8%

$4,350+65.3%

Admin fee / account holder

$86

$1,753-95.1%

$12,993-99.3%

$1,946-95.6%

Provider

Service type

Compensation

MORNINGSTAR8 years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$17,865

ASCENSUS LLC1 year

Filed as: SCP RETIREMENT SERVICES LLC

Service code 49

30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602

Other Services

$17,074

BROUSSARD POCHE' LLP3 years

Filed as: BROUSSARD POCHE LLP

Service code 99 · EIN 72-0538016

Other Fees

$11,000

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT ADVISORS, LLC

Service code 26 · EIN 02-0488491

Advisory (Participants)

$5,986

LAPORTE, APAC EMPLOYEES RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAPORTE, APAC EMPLOYEES RETIREMENT PLAN

Top hat statement on fileNQDC

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