Plan Snapshot
- Plan Sponsor: Anniversary Holding Company
- Sponsor EIN: 270177061
- Sponsor Address: 210 MAGNET DRIVE, SUITE 100, LAFEYETTE, LA, 70508
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 427
- Total Assets: $624,298
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 | 427 | $624,298 | $0 | $251,998 |
| 2023 | 396 | $461,241 | $0 | $248,386 |
| 2022 | 472 | $295,388 | $0 | $329,400 |
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 |
|---|---|---|---|---|
| KOLDER, SLAVEN & COMPANY, 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 | $17,401 | — | $17,401 | — | — |
| 2023 | $17,466 | — | $17,466 | — | — |
| 2022 | $8,795 | — | $8,795 | — | — |