Plan Snapshot
- Plan Sponsor: Laporte, A Professional Accounting Corporation
- Sponsor EIN: 721088864
- Sponsor Address: 111 VETERANS BLVD., SUITE 600, METAIRIE, LA, 70005
- Plan Type: DC
- Total Participants: 176
- Total Assets: $46.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 176 | $46.3M | $858,565 | $1.3M |
| 2023 | 179 | $40.8M | $817,090 | $1.2M |
| 2022 | 161 | $34.2M | $787,484 | $1.2M |
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 |
|---|---|---|---|---|
| MORNINGSTAR | Recordkeeper | — | $17,865 | $17,865 |
| SCP RETIREMENT SERVICES LLC | Recordkeeper | — | $17,074 | $17,074 |
| BROUSSARD POCHE LLP | Other Service Provider | $11,000 | — | $11,000 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $5,986 | — | $5,986 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,925
- Estimated Expense Ratio: 0.112% 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 | $26,031 | $18,331 | $6,850 | — | — |
| 2023 | $24,918 | — | $9,648 | $15,270 | — |
| 2022 | $19,729 | — | $19,729 | — | — |