# Heard Mcelroy & Vestal, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/heard-mcelroy-vestal-l-l-c-401k-plan

> Heard Mcelroy & Vestal, L.L.C.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rozier-mckay-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heard-mcelroy-vestal-l-l-c-401k-plan)

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