Plan Snapshot
- Plan Sponsor: Ampirical Solutions, LLC
- Sponsor EIN: 204972117
- Sponsor Address: 1654 OCHSNER BLVD., COVINGTON, LA, 70433
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $30.2M
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 | 420 | $30.2M | $1.4M | $2.6M |
| 2023 | 444 | $24.4M | $1.2M | $2.3M |
| 2022 | 316 | $19.3M | $968,930 | $2.0M |
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 |
|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES INC | Investment Advisor | $57,771 | — | $57,771 |
| EGPS LLC | Other Service Provider | $7,298 | — | $7,298 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,069
- Estimated Expense Ratio: 0.216% 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 | $2,721 | — | $2,721 | — | — |
| 2023 | $2,338 | — | $2,338 | — | — |
| 2022 | -$6,164 | — | -$6,164 | — | — |