Plan Snapshot
- Plan Sponsor: Mary Bird Perkins Cancer Center
- Sponsor EIN: 237010520
- Sponsor Address: 4950 ESSEN LANE SUITE 101, BATON ROUGE, LA, 70809
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 402
- Total Assets: $27.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2022 | 402 | $27.8M | $1.1M | $1.9M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $68,467 | — | $68,467 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $6,394 | — | $6,394 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,861
- Estimated Expense Ratio: 0.269% 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 |
|---|---|---|---|---|---|
| 2022 | $74,861 | — | $74,861 | — | — |