Plan Snapshot
- Plan Sponsor: Insulations, L.L.C.
- Sponsor EIN: 720709481
- Sponsor Address: P. O. BOX 231039, HARAHAN, LA, 70183
- Plan Type: 401(k)
- Total Participants: 1,051
- Total Assets: $9.1M
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 | 1,051 | $9.1M | $221,792 | $1.7M |
| 2023 | 420 | $7.0M | $126,267 | $1.0M |
| 2022 | 353 | $5.2M | $85,460 | $680,769 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $18,626 | — | $18,626 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $7,433 | — | $7,433 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,059
- Estimated Expense Ratio: 0.287% 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 | $26,059 | $18,626 | — | — | — |
| 2023 | $17,569 | $13,864 | — | — | — |
| 2022 | $15,791 | — | — | — | — |