Plan Snapshot
- Plan Sponsor: Afs, LLC
- Sponsor EIN: 721130766
- Sponsor Address: PO BOX 18170, SHREVEPORT, LA, 71138
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 262 | $17.7M | $457,075 | $1.4M |
| 2023 | 270 | $15.6M | $531,834 | $1.5M |
| 2022 | 373 | $13.1M | $508,378 | $1.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $31,490 | — | $31,490 |
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,490
- Estimated Expense Ratio: 0.234% 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 | $41,490 | — | $300 | — | — |
| 2023 | $29,932 | — | — | — | — |
| 2022 | $50,136 | — | — | — | — |