# John H. Carter Co., INC. DC Plan
Source: https://planprovider.pro/companies/john-h-carter-co-inc-plan-002

> John H. Carter Co., INC.'s DC plan: 803 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EISNERAMPER LLC](https://planprovider.pro/provider/eisneramper-llp) — 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|—|—|—|—|

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