Plan Snapshot
- Plan Sponsor: Harris Chevrolet, Ii, L.L.C.
- Sponsor EIN: 720986215
- Sponsor Address: 11955 AIRLINE HWY, BATON ROUGE, LA, 70817
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 130 | $6.1M | $24,242 | $557,292 |
| 2023 | 138 | $5.4M | $31,930 | $592,934 |
| 2022 | 133 | $4.3M | $24,919 | $504,032 |
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 |
|---|---|---|---|---|
| HANNIS T BOURGEOIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANNIS T BOURGEOIS — 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 | $17,655 | $14,143 | $3,512 | — | — |
| 2023 | $14,173 | $11,895 | $2,278 | — | — |
| 2022 | $13,301 | $10,931 | $2,370 | — | — |