Plan Snapshot
- Plan Sponsor: Belle Chasse Academy INC.
- Sponsor EIN: 721493224
- Sponsor Address: 100 FIFTH STREET, NAS-JRB, BELLE CHASSE, LA, 70037
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $8.6M
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 | 208 | $8.6M | $114,040 | $572,660 |
| 2023 | 197 | $7.6M | $102,140 | $498,127 |
| 2022 | 194 | $6.5M | $96,737 | $486,544 |
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 |
|---|---|---|---|---|
| TCG GROUP HOLDINGS, LLP | Recordkeeper | $7,595 | — | $7,595 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,595
- Estimated Expense Ratio: 0.088% 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 | $7,595 | $3,153 | — | — | — |
| 2023 | $57,936 | $55,785 | $941 | — | — |
| 2022 | $51,643 | $50,108 | $1,535 | — | — |