Plan Snapshot
- Plan Sponsor: Moreau Physical Therapy
- Sponsor EIN: 720948280
- Sponsor Address: 4324 S. SHERWOOD FOREST BLVD., ZACHARY, LA, 70816
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 174 | $5.0M | $148,708 | $508,787 |
| 2023 | 155 | $3.7M | $139,990 | $454,855 |
| 2022 | 146 | $3.1M | $130,013 | $407,362 |
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 |
|---|---|---|---|---|
| DAIGREPONT & BRIAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAIGREPONT & BRIAN — 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 | $58,966 | $22,554 | $1,400 | — | — |
| 2023 | $49,464 | $17,489 | $31,975 | — | — |
| 2022 | $38,766 | $14,860 | $23,906 | — | — |