Retirement plan

DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN

Name: DUDLEY DEBOSIER, APLC - DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: DUDLEY DEBOSIER, APLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN, DUDLEY DEBOSIER, APLC

DUDLEY DEBOSIER, APLCEIN 72-1297159Plan #001PY 2023

1075 GOVERNMENT STREET - BATON ROUGE, LA 70802225-379-3333

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.7M

+35.4% from 2022

Total participants

287

+39.3% from 2022

Average account balance

$69,474

+4.0% from 2022

Annual return

21.20%

+39.54 pp from 2022

Benchmarks

See 3,236 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,236 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.93M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

215

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.

71.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$321

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 3 by compensation

Provider	Service type	Compensation
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$46,243
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISORS LLC Service code 52 · EIN 84-0858799 4600 SYRACUSE ST STE 600 · DENVER, CO 80237	Indirect Investment Fees	$44,194
SENTINEL PENSION LLC4 years Service code 37 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806	Loan Processing	$8,974

Plan features & details

Pension benefit codes2A2E2F2G2J3D

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.
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

$55K

$213 / participant

Contract admin$55K100.0%

% of EOY assets

0.372%

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: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,474

$95,352-27.1%

$135,925-48.9%

$74,434-6.7%

Participation rate

70.3%

78.2%-7.9pp

81.9%-11.6pp

70.7%-0.4pp

Annual return

21.20%

32.74%-11.5pp

68.25%-47.1pp

34.37%-13.2pp

Employer contribution / active EE

$3,336

$3,877-13.9%

$4,857-31.3%

$2,638+26.5%

Participant deferral / active EE

$5,811

$7,786-25.4%

$7,759-25.1%

$4,529+28.3%

Admin fee / account holder

$259

$266-2.8%

$10,764-97.6%

$348-25.7%

Provider

Service type

Compensation

NATIONWIDE5 years

Service code 13

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$46,243

CETERA ADVISOR NETWORKS LLC4 years

Filed as: CETERA ADVISORS LLC

Service code 52 · EIN 84-0858799

4600 SYRACUSE ST STE 600 · DENVER, CO 80237

Indirect Investment Fees

$44,194

SENTINEL PENSION LLC4 years

Service code 37 · EIN 46-0570503

6811 JEFFERSON HWY · BATON ROUGE, LA 70806

Loan Processing

$8,974

DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING 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