Plan Snapshot
- Plan Sponsor: Lula-Westfield, L.L.C.
- Sponsor EIN: 721353056
- Sponsor Address: P. O. BOX 10, PAINCOURTVILLE, LA, 70391
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $15.4M | $305,971 | $579,257 |
| 2023 | 159 | $15.5M | $310,500 | $628,307 |
| 2022 | 150 | $14.2M | $285,606 | $612,625 |
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 |
|---|---|---|---|---|
| DUPLANTIER, HRAPMAN, HOGAN, & MAHER | Auditor | — | — | $0 |
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 | $76,794 | — | — | — | — |
| 2023 | $59,024 | — | $59,024 | — | — |
| 2022 | — | — | — | — | — |