Plan Snapshot
- Plan Sponsor: Louisiana Public Health Institute
- Sponsor EIN: 721379921
- Sponsor Address: 400 POYDRAS STREET, SUITE 1250, NEW ORLEANS, LA, 70130
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 60 | $9.2M | $454,082 | $524,064 |
| 2023 | 100 | $7.9M | $459,475 | $509,919 |
| 2022 | 95 | $6.0M | $425,986 | $441,122 |
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 |
|---|---|---|---|---|
| SBHU LIFE AGENCY INC | Investment Advisor | — | $11,904 | $11,904 |
| THE HASLAUER GROUP, INC | Recordkeeper | $4,856 | $2,645 | $7,501 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SBHU LIFE AGENCY INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,405
- Estimated Expense Ratio: 0.212% 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 | $7,790 | — | $7,790 | — | — |
| 2023 | $7,780 | — | $7,780 | — | — |
| 2022 | $7,353 | — | $7,353 | — | — |