Plan Snapshot
- Plan Sponsor: Bone & Joint Clinic Of B.R., INC.
- Sponsor EIN: 721111762
- Sponsor Address: P. O. BOX 98035, BATON ROUGE, LA, 708989035
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 209 | $18.9M | $573,368 | $574,315 |
| 2022 | 180 | $15.0M | $498,170 | $462,657 |
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 |
|---|---|---|---|---|
| EVANS INVESTMENT ADVISORS | Other Service Provider | $75,284 | — | $75,284 |
| ABEL HALL, LLC | Other Service Provider | $45,248 | — | $45,248 |
| NADER HURLEY WEALTH MANAGEMNT | Other Service Provider | $9,052 | — | $9,052 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,584
- Estimated Expense Ratio: 0.684% 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 |
|---|---|---|---|---|---|
| 2023 | $65,997 | $64,792 | $1,205 | — | — |
| 2022 | $63,345 | $61,905 | — | — | — |