Plan Snapshot
- Plan Sponsor: Etheredge Electric Company, L.L.C.
- Sponsor EIN: 721041621
- Sponsor Address: 6719 WOOLWORTH ROAD, SHREVEPORT, LA, 71129
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 99
- Total Assets: $162,053
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 99 | $162,053 | $898,456 | $579,778 |
| 2023 | 112 | $246,244 | $2.1M | $608,572 |
| 2022 | 111 | $211,562 | $2.0M | $593,320 |
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 |
|---|---|---|---|---|
| INTERACTIVE MEDICAL SYSTEMS, CORP | Other Service Provider | $80,420 | — | $80,420 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,420
- Estimated Expense Ratio: 49.626% 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 | $1,562,425 | — | — | — | — |
| 2023 | $2,718,077 | — | — | — | — |
| 2022 | $2,404,945 | — | — | — | — |