Plan Snapshot
- Plan Sponsor: Consolidated Catfish Companies, LLC
- Sponsor EIN: 640944279
- Sponsor Address: P. O. BOX 271, ISOLA, MS, 387540271
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 142 | $11.9M | $136,653 | $347,645 |
| 2023 | 131 | $11.0M | $132,393 | $316,548 |
| 2022 | 189 | $10.0M | $116,836 | $337,290 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | Investment Advisor | $26,728 | — | $26,728 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $21,898 | — | $21,898 |
| MARTIN, MARTIN, RANDALL | Other Service Provider | — | $10,000 | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,626
- Estimated Expense Ratio: 0.493% 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 | $47,586 | — | $47,586 | — | — |
| 2023 | $42,513 | — | $42,513 | — | — |
| 2022 | $43,837 | — | $43,837 | — | — |