Plan Snapshot
- Plan Sponsor: Central Management Company, L.L.C.
- Sponsor EIN: 721494519
- Sponsor Address: P O BOX 1438, WINNFIELD, LA, 714831438
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 583
- Total Assets: $802,488
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 | 583 | $802,488 | $6.7M | $2.2M |
| 2023 | 570 | $710,778 | $5.2M | $3.3M |
| 2022 | 516 | $633,308 | $3.3M | $2.1M |
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 |
|---|---|---|---|---|
| IMA, INC. | Recordkeeper | $254,494 | — | $254,494 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,494
- Estimated Expense Ratio: 31.713% 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 | $256,139 | — | $254,494 | — | — |
| 2023 | $269,195 | — | — | — | — |
| 2022 | $194,792 | — | — | — | — |