Plan Snapshot
- Plan Sponsor: Abell, LLC
- Sponsor EIN: 720568321
- Sponsor Address: 2500 STERLINGTON ROAD, MONROE, LA, 712033047
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $17.3M | $310,084 | $568,890 |
| 2023 | 116 | $16.7M | $284,223 | $503,929 |
| 2022 | 107 | $16.0M | $368,567 | $651,257 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARR, RIGGS, AND INGRAM LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $82,957 | — | — | — | — |
| 2023 | $77,303 | — | — | — | — |
| 2022 | $82,985 | — | — | — | — |