Plan Snapshot
- Plan Sponsor: Etheredge Electric Company, LLC
- Sponsor EIN: 721041621
- Sponsor Address: 6719 WOOLWORTH ROAD, SHREVEPORT, LA, 71129
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $13.8M
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 | 114 | $13.8M | $231,791 | $627,713 |
| 2023 | 116 | $10.9M | $222,195 | $585,890 |
| 2022 | 108 | $9.9M | $173,920 | $494,623 |
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 |
|---|---|---|---|---|
| ROZIER, MCKAY, & WILLIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROZIER, MCKAY, & WILLIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $69,031 | $62,173 | $2,036 | — | — |
| 2023 | $63,230 | $111 | $55,650 | — | — |
| 2022 | $57,796 | — | — | — | $57,796 |