# Iberia Comprehensive Community Health Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/iberia-comprehensive-community-health-center-inc-582164455-001

> Iberia Comprehensive Community Health Center, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iberia Comprehensive Community Health Center, INC.

- **Sponsor EIN:** 582164455

- **Sponsor Address:** 806 JEFFERSON TERRACE BOULEVARD, NEW IBERIA, LA, 70560

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 163

- **Total Assets:** $11.8M

## 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|163|$11.8M|$832,739|$944,074|

| 2023|151|$11.7M|$869,002|$951,870|

| 2022|150|$9.4M|$551,352|$818,925|

## 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|

| EDWARD D. JONES & CO., L.P.|Investment Advisor|$35,569|—|$35,569|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,569

- **Estimated Expense Ratio:** 0.301% 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|$98,341|$37,875|$1,800|—|—|

| 2023|$95,711|—|$54,781|—|—|

| 2022|$76,398|$32,014|$43,664|—|$720|

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