Plan Snapshot
- Plan Sponsor: Hannis T. Bourgeois, LLP
- Sponsor EIN: 720636725
- Sponsor Address: 2322 TREMONT DRIVE, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $33.7M
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 | 142 | $33.7M | $397,078 | $1.1M |
| 2023 | 137 | $33.9M | $369,628 | $986,063 |
| 2022 | 131 | $27.6M | $328,567 | $876,820 |
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 |
|---|---|---|---|---|
| SALTMARSH, CLEAVELAND & GUND | Auditor | — | — | $0 |
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 | $94,337 | — | — | — | — |
| 2023 | $78,083 | — | — | — | — |
| 2022 | $72,479 | — | — | — | — |