Plan Snapshot
- Plan Sponsor: L&B Holdings, L.L.C.
- Sponsor EIN: 721019330
- Sponsor Address: PO BOX 74770, BATON ROUGE, LA, 708744770
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 166 | $6.7M | $260,756 | $398,763 |
| 2023 | 155 | $5.5M | $241,296 | $391,248 |
| 2022 | 156 | $4.4M | $179,946 | $322,248 |
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 |
|---|---|---|---|---|
| WEGMANN DAZET, APC | Auditor | — | — | $0 |
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 | $39,651 | — | $39,651 | — | — |
| 2023 | $32,322 | — | $32,322 | — | — |
| 2022 | $28,681 | — | $28,681 | — | — |