Plan Snapshot
- Plan Sponsor: Heard Mcelroy & Vestal, L.L.C.
- Sponsor EIN: 720398470
- Sponsor Address: 333 TEXAS STREET, SHREVEPORT, LA, 71101
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $29.2M
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 | 155 | $29.2M | $0 | $0 |
| 2023 | 139 | $25.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| ROZIER, MCKAY, & WILLIS | Auditor | $11,594 | — | $11,594 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROZIER, MCKAY, & WILLIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,594
- Estimated Expense Ratio: 0.040% 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 | $44,574 | $13,077 | — | $11,594 | — |
| 2023 | $43,458 | $11,830 | $16,420 | — | $15,208 |