Plan Snapshot
- Plan Sponsor: Cajun Chef Products, INC.
- Sponsor EIN: 720714978
- Sponsor Address: P. O. BOX 248, ST. MARTINVILLE, LA, 70582
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 50
- Total Assets: $53,581
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 | 50 | $53,581 | $291,037 | $111,037 |
| 2023 | 46 | $60,539 | $268,543 | $148,543 |
| 2022 | 47 | $30,726 | $196,506 | $156,606 |
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 |
|---|---|---|---|---|
| UMR, INC | Other Service Provider | $25,952 | $4,163 | $30,115 |
| ASSURED PARTNERS GULF COAST INS AGY | Investment Advisor | $5,232 | — | $5,232 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,347
- Estimated Expense Ratio: 65.969% 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 | $447,199 | — | — | — | — |
| 2023 | $389,434 | — | — | — | — |
| 2022 | $344,973 | — | — | — | — |