Plan Snapshot
- Plan Sponsor: Patrick S. Ottinger, Aplc
- Sponsor EIN: 720955520
- Sponsor Address: 1313 W. PINHOOK ROAD, LAFAYETTE, LA, 705032606
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 15 | $6.5M | $18,772 | $226,970 |
| 2023 | 17 | $9.4M | $179,815 | $262,690 |
| 2022 | 18 | $8.4M | $113,407 | $176,412 |