Plan Snapshot
- Plan Sponsor: Acadiana Bottling Co., INC.
- Sponsor EIN: 720473216
- Sponsor Address: PO BOX 989, YOUNGSVILLE, LA, 70592
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 124
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 124 | $0 | $0 | $0 |
| 2024 | 125 | $0 | $555,898 | $283,572 |
| 2023 | 112 | $0 | $379,145 | $313,193 |
| 2022 | 107 | $0 | $340,531 | $306,119 |
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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $62,120 | — | $62,120 |
| TGF FINANCIAL GROUP BENEFITS | Insurance Carrier | $22,817 | — | $22,817 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,937
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 |
|---|---|---|---|---|---|
| 2025 | $1,152,458 | — | $113,959 | — | — |
| 2024 | — | — | — | — | — |
| 2023 | $90,849 | — | $90,849 | — | — |
| 2022 | $83,601 | — | $47,673 | — | — |