Plan Snapshot
- Plan Sponsor: Environmental Safety And Healt
- Sponsor EIN: 721273092
- Sponsor Address: 1730 COTEAU RD, HOUMA, LA, 703643515
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $17.5M
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 | 207 | $17.5M | $417,624 | $958,189 |
| 2023 | 219 | $17.0M | $293,276 | $966,033 |
| 2022 | 234 | $14.5M | $299,573 | $960,549 |
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 COMPANY | Recordkeeper | $63,513 | — | $63,513 |
| MARTIN AND PELLEGRIN | Other Service Provider | $12,750 | — | $12,750 |
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $9,287 | — | $9,287 |
| ERISA FIDUCIARY SERVICES, INC. | Recordkeeper | $6,820 | — | $6,820 |
| PAYCHEX, INC. | Recordkeeper | $5,637 | — | $5,637 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,007
- Estimated Expense Ratio: 0.561% 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 | $98,182 | $9,287 | $88,608 | — | — |
| 2023 | $85,980 | — | $85,980 | — | — |
| 2022 | $83,000 | — | $83,000 | — | — |