Plan Snapshot
- Plan Sponsor: Odyssey House Louisiana, INC.
- Sponsor EIN: 720743677
- Sponsor Address: 1125 N. TONTI STREET, NEW ORLEANS, LA, 701190000
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $4.8M
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 | 162 | $4.8M | $392,956 | $497,306 |
| 2023 | 183 | $3.9M | $313,324 | $411,103 |
| 2022 | 136 | $3.0M | $257,926 | $338,476 |
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 |
|---|---|---|---|---|
| HANNIS T. BOURGEOIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANNIS T. BOURGEOIS, 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 | $36,787 | $14,169 | — | — | — |
| 2023 | $29,923 | $11,159 | $643 | — | — |
| 2022 | $2,154 | — | $2,154 | — | — |