Plan Snapshot
- Plan Sponsor: Home Bank NA
- Sponsor EIN: 720214660
- Sponsor Address: 503 KALISTE SALOOM RD, LAFAYETTE, LA, 70508
- Plan Type: 401(k)
- Total Participants: 481
- Total Assets: $55.8M
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 | 481 | $55.8M | $1.6M | $2.9M |
| 2023 | 479 | $46.9M | $1.6M | $2.8M |
| 2022 | 484 | $38.1M | $1.2M | $2.5M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $150,123 | $28,356 | $97,462 | — | — |
| 2023 | $137,749 | $21,984 | $97,098 | — | — |
| 2022 | $144,152 | $25,400 | $93,353 | — | $25,399 |