Plan Snapshot
- Plan Sponsor: General Health System
- Sponsor EIN: 720475545
- Sponsor Address: 8585 PICARDY AVENUE, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 3,438
- Total Assets: $269.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,438 | $269.1M | $5.0M | $15.9M |
| 2023 | 3,144 | $225.5M | $4.5M | $13.9M |
| 2022 | 3,175 | $186.7M | $3.9M | $12.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $286,514 | — | $286,514 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $286,514
- Estimated Expense Ratio: 0.106% 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 | $286,564 | — | — | — | — |
| 2023 | $283,596 | — | $281,751 | — | — |
| 2022 | $264,044 | — | — | — | — |