Plan Snapshot
- Plan Sponsor: Baton Rouge Water Works Company
- Sponsor EIN: 720127240
- Sponsor Address: POST OFFICE BOX 96016, BATON ROUGE, LA, 708969016
- Plan Type: DB
- Total Participants: 120
- Total Assets: $43.3M
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. |
|---|---|---|---|---|
| 2024 | 120 | $43.3M | $1.1M | $0 |
| 2023 | 123 | $39.6M | $2.2M | $0 |
| 2022 | 132 | $35.7M | $2.2M | $0 |
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 |
|---|---|---|---|---|
| HAWTHORN, WAYMOUTH & CARROLL, LLP | Auditor | $12,250 | — | $12,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,250
- Estimated Expense Ratio: 0.028% 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 | $406,813 | $195,560 | — | $12,250 | — |
| 2023 | $357,345 | $175,269 | — | $11,950 | — |
| 2022 | $394,189 | $186,379 | — | — | $190,650 |