Plan Snapshot
- Plan Sponsor: Imperial Health
- Sponsor EIN: 721005645
- Sponsor Address: 501 DR.MICHAEL DEBAKEY DR, LAKE CHARLES, LA, 70601
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $43.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 286 | $43.6M | $1.5M | $1.4M |
| 2023 | 287 | $38.8M | $1.5M | $1.4M |
| 2022 | 280 | $31.3M | $1.6M | $1.5M |
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 |
|---|---|---|---|---|
| THIBODAUX HEBERT DESHOTELS LEBLANC | Auditor | $22,416 | — | $22,416 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,416
- Estimated Expense Ratio: 0.051% 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 | $97,988 | $7,673 | $8,845 | $22,416 | — |
| 2023 | $90,117 | $30,000 | $41,065 | $18,627 | — |
| 2022 | $61,888 | $22,500 | $31,088 | — | $7,500 |