Plan Snapshot
- Plan Sponsor: Louisiana Endowment For The Huma
- Sponsor EIN: 720795568
- Sponsor Address: 938 LAFAYETTE ST STE 300, NEW ORLEANS, LA, 70113
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $2.8M
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 | 177 | $2.8M | $96,792 | $197,977 |
| 2023 | 172 | $2.3M | $125,012 | $255,460 |
| 2022 | 257 | $2.0M | $173,321 | $265,847 |
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 |
|---|---|---|---|---|
| BOURGEOIS BENNETT LLC | Auditor | $11,876 | — | $11,876 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,876
- Estimated Expense Ratio: 0.423% 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 | $35,638 | $19,047 | — | $11,876 | — |
| 2023 | $33,072 | $20,409 | — | — | — |
| 2022 | $14,021 | — | — | — | — |