Plan Snapshot
- Plan Sponsor: Chitimacha Tribe Of Louisiana
- Sponsor EIN: 720705406
- Sponsor Address: 155 CHITIMACHA LOOP, CHARENTON, LA, 70523
- Plan Type: 401(k)
- Total Participants: 564
- Total Assets: $25.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 564 | $25.1M | $518,863 | $1.5M |
| 2023 | 553 | $22.7M | $485,619 | $1.4M |
| 2022 | 537 | $19.7M | $419,530 | $1.1M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $99,594 | $9 | $99,603 |
| NEP RETIREMENT INC | Investment Advisor | — | $30,000 | $30,000 |
| RSM | Auditor | $23,744 | — | $23,744 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEP RETIREMENT INC — Investment Advisor
- RSM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,347
- Estimated Expense Ratio: 0.610% 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 | $123,338 | — | $123,338 | — | — |
| 2023 | $74,899 | — | $74,899 | — | — |
| 2022 | $80,879 | — | — | — | — |