# Deep South Equipment Company 401(k) Plan
Source: https://planprovider.pro/companies/deep-south-equipment-company-401k-plan

> Deep South Equipment Company's 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Deep South Equipment Company

- **Sponsor EIN:** 721167835

- **Sponsor Address:** 560 OAK HARBOR BLVD., SUITE 100, SLIDELL, LA, 70458

- **Plan Type:** 401(k)

- **Total Participants:** 337

- **Total Assets:** $8.0M

## 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|337|$8.0M|$258,594|$779,994|

| 2023|332|$6.9M|$200,000|$558,994|

| 2022|310|$5.6M|$400,000|$504,944|

## 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|

| PRINCIPAL LIFE INSURANCE COMAPNY|CONTRACT ADMINISTRATOR|$64,787|—|$64,787|

| HEARD, MCELROY & VESTAL, LLC|THIRD PARTY ADMINISTRATO|$24,810|$3,179|$27,989|

| EDWARD D. JONES & CO.|INVESTMENT ADVISORY|—|$23,391|$23,391|

| ROZIER, MCKAY & WILLIS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HEARD, MCELROY & VESTAL, LLC](https://planprovider.pro/provider/heard-mcelroy-and-vestal-llc) — THIRD PARTY ADMINISTRATO

- [ROZIER, MCKAY & WILLIS](https://planprovider.pro/provider/rozier-mckay-and-willis) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $116,167

- **Estimated Expense Ratio:** 1.445% 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|$89,594|—|$89,594|—|—|

| 2023|$78,431|—|$78,431|—|—|

| 2022|$47,997|$11,151|$36,846|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/deep-south-equipment-company-401k-plan)

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