# Pepper Source, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/pepper-source-ltd-401k-plan

> Pepper Source, Ltd.'s 401(k) plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pepper Source, Ltd.

- **Sponsor EIN:** 721181338

- **Sponsor Address:** 2720 ATHANIA PKWY., METAIRIE, LA, 700025904

- **Plan Type:** 401(k)

- **Total Participants:** 295

- **Total Assets:** $15.1M

## 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|295|$15.1M|$671,854|$674,163|

| 2023|288|$14.0M|$587,701|$605,897|

| 2022|250|$11.9M|$543,929|$590,954|

## 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|

| LPL FINANCIAL, LLC|INVESTMENT ADVISOR|$59,713|—|$59,713|

| CAPITAL GROUP RETIREMENT PLAN SERVI|RECORDKEEPER|$41,610|—|$41,610|

| THE HASLAUER GROUP, INC|TPA|$17,189|—|$17,189|

| LAPORTE, APAC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LAPORTE, APAC](https://planprovider.pro/provider/laporte-cpas-and-business-advisors) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,512

- **Estimated Expense Ratio:** 0.787% 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|$110,411|—|$110,411|—|—|

| 2023|$87,985|—|$87,985|—|—|

| 2022|$88,356|$88,356|—|—|—|

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