Plan Snapshot
- Plan Sponsor: Baton Rouge Orthopaedic Clinic, LLC
- Sponsor EIN: 721460193
- Sponsor Address: 8080 BLUEBONNET BLVD., BATON ROUGE, LA, 70810
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $82.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 312 | $82.7M | $3.0M | $1.6M |
| 2023 | 294 | $71.2M | $3.1M | $1.6M |
| 2022 | 290 | $58.5M | $2.7M | $1.4M |
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 |
|---|---|---|---|---|
| HANNIS T BOURGEOIS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANNIS T BOURGEOIS LLP — Auditor
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 | $515,403 | $383,927 | — | — | — |
| 2023 | $434,834 | $325,867 | — | — | — |
| 2022 | $444,082 | $349,238 | — | — | $93,549 |