Plan Snapshot
- Plan Sponsor: Childrens Clinic Of Swla Apmc
- Sponsor EIN: 720915428
- Sponsor Address: 2903 FIRST AVENUE, LAKE CHARLES, LA, 70601
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 95 | $14.1M | $259,998 | $502,245 |
| 2023 | 89 | $12.3M | $229,855 | $461,918 |
| 2022 | 87 | $11.9M | $238,340 | $441,487 |
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 |
|---|---|---|---|---|
| ASSET PLANNING SERVICES, INC. | Investment Advisor | $128,503 | — | $128,503 |
| LAPORTE CPAS | Auditor | $17,000 | — | $17,000 |
| MARTIN,MARTIN,RANDALL & ASSC. INC. | Recordkeeper | $7,440 | — | $7,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSET PLANNING SERVICES, INC. — Investment Advisor
- LAPORTE CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,943
- Estimated Expense Ratio: 1.086% 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 | $152,943 | $128,503 | $24,440 | — | — |
| 2023 | $147,665 | $115,606 | $22,428 | — | — |
| 2022 | $138,439 | $117,166 | — | — | $21,273 |