Plan Snapshot
- Plan Sponsor: Isouthern Medical Holding Corporation
- Sponsor EIN: 752695809
- Sponsor Address: 12133 INDUSTRIPLEX BLVD., BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $22.2M
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 | 114 | $22.2M | $287,179 | $563,668 |
| 2023 | 135 | $19.1M | $276,720 | $530,772 |
| 2022 | 150 | $15.8M | $243,216 | $516,929 |
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 |
|---|---|---|---|---|
| TWRA CPAS & FINANCIAL ADVISORS | Auditor | $12,750 | — | $12,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,750
- Estimated Expense Ratio: 0.057% 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 | $1,411 | $7,204 | — | $12,750 | — |
| 2023 | -$5,106 | $6,957 | — | $11,033 | — |
| 2022 | $21,647 | $3,460 | — | — | — |