Dupre Investments, Inc. 401(k) Review & Grade
Dupre Investments, Inc. 401(k) Retirement Plan
Lafayette, LATransportation & Warehousing874 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$591Employer $ per active participant
$3,110Employee $ saved per active participant
0.07%Direct admin cost, % of plan assets
$39.3MNet plan assets, end of year
$61,182Average balance per account
Score breakdown
- Employer generosity15.5 / 5031th percentile for employer $ per participant
- Low cost20.3 / 2581th percentile for low admin cost vs. same-size plans
- Employee saving7.7 / 1551th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score47 / 100 · Grade C
This plan vs. peers
Peers: Transportation & Warehousing plans with 500–2,499 active participants (392 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 31th |
| Lower admin cost | 81th |
| Employee saving | 51th |
| Peers that auto-enroll | 37% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Dupre Investments put in about $591 per active participant, below the typical peer ($1,070). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $517,079 |
| Participant (employee) contributions | $2,719,988 |
| Other contributions (incl. rollovers in) | $1,113,849 |
| Administrative expenses paid from the plan | $26,155 |
| Contract administrator fees | $26,155 |
| Benefits paid out | $3,809,392 |
| Net assets, start / end of year | $33.8M / $39.3M |
| Active participants, start / end of year | 699 / 1,050 |
| Participants with account balances | 643 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Kolder, Slaven, & Co., LLC |
Largest service providers (Schedule C)
| Stancorp Financial Group | $57,906 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251013155745NAL0000804051001, received 2025-10-13, EIN 72-1088545, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.