Plan Snapshot
- Plan Sponsor: Grace Hebert Curtis Architects, LLC
- Sponsor EIN: 721256604
- Sponsor Address: 501 GOVERNMENT STREET, BATON ROUGE, LA, 70802
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $29.3M
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 | 390 | $29.3M | $711,557 | $1.5M |
| 2023 | 155 | $8.3M | $352,700 | $703,820 |
| 2022 | 93 | $5.4M | $262,653 | $570,827 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $26,743 | — | $26,743 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $13,017 | — | $13,017 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,760
- Estimated Expense Ratio: 0.136% 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 | $39,760 | $13,017 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |