Plan Snapshot
- Plan Sponsor: Lake Surgical Hospital Slidell
- Sponsor EIN: 474228147
- Sponsor Address: 1700 LINDBERG DRIVE, SLIDELL, LA, 70458
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $12.8M
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 | 143 | $12.8M | $194,433 | $561,734 |
| 2023 | 288 | $10.9M | $195,362 | $573,545 |
| 2022 | 156 | $9.6M | $175,445 | $514,293 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $81,570 | — | $81,570 |
| BAKER TILLY US, LLP | NONE | $23,025 | — | $23,025 |
| LAWRENCE J BEARDSLEY CPA, PLLC | Auditor | $23,024 | — | $23,024 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- LAWRENCE J BEARDSLEY CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,619
- Estimated Expense Ratio: 0.997% 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 | $30,704 | — | $7,680 | $23,024 | — |
| 2023 | $25,372 | — | $5,399 | $19,973 | — |
| 2022 | $23,471 | — | $6,655 | — | $16,816 |