# Hannis T. Bourgeois, LLP 401(k) Plan
Source: https://planprovider.pro/companies/hannis-t-bourgeois-llp-401k-plan

> Hannis T. Bourgeois, LLP's 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Darnall, Sikes & Frederick](https://planprovider.pro/companies/darnall-sikes-frederick-401k-plan) — 137 participants

- [Heard Mcelroy & Vestal, L.L.C.](https://planprovider.pro/companies/heard-mcelroy-vestal-l-l-c-401k-plan) — 155 participants

- [Laporte, A Professional Accounting Corporation](https://planprovider.pro/companies/laporte-a-professional-accounting-corporation-plan) — 176 participants

- [Mcelroy, Quirk & Burch (Apc)](https://planprovider.pro/companies/mcelroy-quirk-burch-apc-401k-plan) — 38 participants

- [Lester, Miller & Wells](https://planprovider.pro/companies/lester-miller-wells-401k-plan) — 25 participants

- [Gragson, Casiday & Guillory L.L.P.](https://planprovider.pro/companies/gragson-casiday-guillory-l-l-p-plan) — 12 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hannis-t-bourgeois-llp-401k-plan)

© 2026 PlanProvider.Pro