# Joint Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-plan-003

> Joint Board Of Trustees's DC plan: 157 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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