Plan Snapshot
- Plan Sponsor: Abell, LLC
- Sponsor EIN: 720568321
- Sponsor Address: 2201 STERLINGTON ROAD, MONROE, LA, 71203
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 111
- Total Assets: $262,659
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $262,659 | $1.5M | $420,150 |
| 2023 | 111 | $164,109 | $1.4M | $383,140 |
| 2022 | 130 | $74,632 | $1.0M | $457,937 |
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 |
|---|---|---|---|---|
| UMR INC | Other Service Provider | $146,385 | $6,161 | $152,546 |
| COBBS ALLEN AND HALL OF LOUISIANA I | Investment Advisor | $26,540 | — | $26,540 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,086
- Estimated Expense Ratio: 68.182% of plan assets
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 | $82,095 | — | — | — | — |
| 2023 | $8,939 | — | — | — | — |
| 2022 | $22,350 | — | — | — | — |