Plan Snapshot
- Plan Sponsor: Care South
- Sponsor EIN: 721395500
- Sponsor Address: 3111 FLORIDA ST, BATON ROUGE, LA, 708063773
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $4.8M | $292,443 | $467,003 |
| 2023 | 184 | $3.7M | $267,991 | $446,147 |
| 2022 | 170 | $2.4M | $350,264 | $631,697 |
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 |
|---|---|---|---|---|
| BROWN, EWING & CO P.A. | 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 | $1,617 | — | — | — | — |
| 2023 | $1,037 | — | — | — | — |
| 2022 | $1,822 | — | — | — | — |