Plan Snapshot
- Plan Sponsor: Lsu Foundation
- Sponsor EIN: 726020969
- Sponsor Address: 3796 NICHOLSON DRIVE, BATON ROUGE, LA, 70802
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 96 | $13.5M | $491,149 | $728,231 |
| 2023 | 98 | $11.6M | $461,203 | $636,656 |
| 2022 | 87 | $9.4M | $402,155 | $558,339 |
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 |
|---|---|---|---|---|
| EISNERAMPLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $40,029 | $39,109 | $920 | — | — |
| 2023 | $12,611 | $6,536 | $1,745 | $4,330 | — |
| 2022 | $2,095 | — | $2,095 | — | — |