Plan Snapshot
- Plan Sponsor: Pbc Management, LLC
- Sponsor EIN: 593294835
- Sponsor Address: 2360 FIFTH STREET, MANDEVILLE, LA, 70471
- Plan Type: 401(k)
- Total Participants: 1,064
- Total Assets: $100.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,064 | $100.6M | $3.1M | $5.8M |
| 2023 | 1,011 | $97.0M | $2.6M | $5.5M |
| 2022 | 966 | $84.9M | $2.3M | $5.3M |
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 |
|---|---|---|---|---|
| BOURGEOIS BENNETT, LLC | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.015% 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 | $242,309 | $22,856 | $66,335 | $15,000 | — |
| 2023 | $229,290 | $65,000 | $146,040 | $15,000 | — |
| 2022 | $200,771 | $65,000 | $119,398 | — | — |