# Lake Surgical Hospital Slidell 401(k) Plan
Source: https://planprovider.pro/companies/lake-surgical-hospital-401k-plan

> Lake Surgical Hospital Slidell's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LAWRENCE J BEARDSLEY CPA, PLLC](https://planprovider.pro/provider/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|

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