Plan Snapshot
- Plan Sponsor: Kilpatrick Rose Neath Funeral Home, Crematorium And Cemeteries, INC.
- Sponsor EIN: 720303980
- Sponsor Address: 1815 MARSHALL STREET, SHREVEPORT, LA, 71101
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 70 | $4.4M | $77,832 | $242,967 |
| 2023 | 79 | $4.0M | $66,534 | $181,782 |
| 2022 | 73 | $3.7M | $67,938 | $163,486 |
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 |
|---|---|---|---|---|
| WARREN & BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN & BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $42,309 | $4,583 | $37,726 | — | — |
| 2023 | $51,014 | $4,214 | $35,050 | $11,750 | — |
| 2022 | $40,316 | — | $40,316 | — | — |