Plan Snapshot
- Plan Sponsor: Industrial Welding Supply Co. Of Harvey, INC.
- Sponsor EIN: 720913677
- Sponsor Address: 4709 BLUEBONNET BLVD., BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 865
- Total Assets: $60.6M
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 | 865 | $60.6M | $866,931 | $4.6M |
| 2023 | 843 | $53.5M | $808,382 | $4.3M |
| 2022 | 791 | $44.6M | $697,573 | $3.8M |
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 |
|---|---|---|---|---|
| PILTZ WILLIAMS, LAROSA & COMPANY | ACCOUNTANT | $12,300 | — | $12,300 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $11,640 | — | $11,640 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,491 | — | $8,491 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PILTZ WILLIAMS, LAROSA & COMPANY — ACCOUNTANT
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,431
- Estimated Expense Ratio: 0.053% 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 | $32,431 | $8,491 | — | $12,300 | — |
| 2023 | $26,821 | $5,297 | — | $11,550 | — |
| 2022 | $28,755 | $5,512 | — | — | — |