Plan Snapshot
- Plan Sponsor: La Clerks Of Court Insurance Trust
- Sponsor EIN: 726192872
- Sponsor Address: 10202 JEFFERSON HIGHWAY, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,611
- Total Assets: $6.0M
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. |
|---|---|---|---|---|
| 2024 | 1,611 | $6.0M | $13.7M | $2.4M |
| 2023 | 1,622 | $6.7M | $13.2M | $2.3M |
| 2022 | 1,573 | $7.3M | $13.2M | $2.3M |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | $228,811 | — | $228,811 |
| LA CLERKS OF COURT ASSOCIATION | Other Service Provider | $101,400 | — | $101,400 |
| HAWTHORN, WAYMOUTH & CARROLL LLP | Other Service Provider | $14,750 | — | $14,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $344,961
- Estimated Expense Ratio: 5.714% 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 | $974,648 | — | $820,190 | $14,750 | — |
| 2023 | $978,416 | — | $826,546 | $14,750 | — |
| 2022 | $3,059,110 | — | $3,059,110 | — | — |