# Lula-Westfield, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/lula-westfield-l-l-c-401k-plan

> Lula-Westfield, L.L.C.'s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RAYMOND JAMES & ASSOCIATES, INC.|NONE|$52,067|—|$52,067|

| NATIONWIDE|NONE|$10,617|—|$10,617|

| DUPLANTIER, HRAPMAN, HOGAN, & MAHER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — NONE

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $62,684

- **Estimated Expense Ratio:** 0.406% 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|$76,794|—|—|—|—|

| 2023|$59,024|—|$59,024|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Peppers Unlimited Of Louisiana, INC](https://planprovider.pro/companies/peppers-unlimited-of-louisiana-inc-401k-plan) — 115 participants

- [Magic Seasoning Blends, L.L.C.](https://planprovider.pro/companies/magic-seasoning-blends-l-l-c-401k-plan) — 102 participants

- [Coffee Rani Of Mandeville INC](https://planprovider.pro/companies/coffee-rani-of-mandeville-inc-401k-plan) — 19 participants

- [International Coffee Corporation](https://planprovider.pro/companies/international-coffee-corporation-401k-plan) — 11 participants

- [Cajun Original Foods, INC.](https://planprovider.pro/companies/cajun-original-foods-inc-401k-plan) — 6 participants

- [Mcilhenny Company](https://planprovider.pro/companies/mcilhenny-company-401k-plan) — 268 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lula-westfield-l-l-c-401k-plan)

© 2026 PlanProvider.Pro