Plan Snapshot
- Plan Sponsor: Bayou La Batre Area Health Development Board, INC.
- Sponsor EIN: 630756832
- Sponsor Address: P.O. BOX 769, BAYOU LA BATRE, AL, 365090769
- Plan Type: DC
- Total Participants: 87
- Total Assets: $10.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 87 | $10.1M | $367,049 | $0 |
| 2023 | 90 | $10.2M | $323,310 | $0 |
| 2022 | 86 | $8.4M | $305,648 | $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 |
|---|---|---|---|---|
| THE HIGHLANDS ACCOUNTING GROUP, INC | 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 | $1,120 | — | $1,120 | — | — |
| 2023 | $14,136 | — | $1,056 | — | — |
| 2022 | $7,369 | — | $1,244 | — | $6,125 |