Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees
- Sponsor EIN: 726041617
- Sponsor Address: 2001 VETERANS MEMORIAL BLVD STE 200, KENNER, LA, 700625466
- Plan Type: DC
- Total Participants: 157
- Total Assets: $241,750
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 157 | $241,750 | $0 | $0 |
| 2024 | 162 | $301,147 | $0 | $0 |
| 2023 | 179 | $332,715 | $0 | $0 |
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 |
|---|---|---|---|---|
| TED SOILEAU CPA LLC | Auditor | $2,683 | — | $2,683 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,683
- Estimated Expense Ratio: 1.110% 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 |
|---|---|---|---|---|---|
| 2025 | $5,984 | — | — | $2,683 | — |
| 2024 | $11,178 | — | — | $2,658 | — |
| 2023 | $4,496 | — | — | — | $3,736 |