Plan Snapshot
- Plan Sponsor: John H. Carter Co., INC.
- Sponsor EIN: 720494338
- Sponsor Address: 17630 PERKINS ROAD, BATON ROUGE, LA, 70810
- Plan Type: DC
- Total Participants: 803
- Total Assets: $45.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 803 | $45.1M | $2,635 | $4.0M |
| 2023 | 719 | $39.5M | $0 | $3.7M |
| 2022 | 682 | $35.0M | $296 | $3.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $73,294 | — | $73,294 |
| CAPFINANCIAL PARTNERS LLC | CONSULTANT | $67,500 | — | $67,500 |
| EISNERAMPER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EISNERAMPER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,794
- Estimated Expense Ratio: 0.312% 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 | $140,794 | — | — | — | — |
| 2023 | $103,821 | — | — | — | — |
| 2022 | $123,996 | — | — | — | — |