Plan Snapshot
- Plan Sponsor: Peppers Unlimited Of Louisiana, INC
- Sponsor EIN: 721241254
- Sponsor Address: PO BOX 211, SAINT MARTINVILLE, LA, 705820211
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 115 | $4.1M | $247,908 | $377,649 |
| 2023 | 125 | $3.5M | $261,322 | $374,306 |
| 2022 | 113 | $2.8M | $234,423 | $349,719 |
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 |
|---|---|---|---|---|
| WRIGHT, MOORE, DEHART, DUPIS & HUTC | Auditor | — | — | $0 |
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 | $12,122 | — | $12,122 | — | — |
| 2023 | $12,182 | — | — | — | — |
| 2022 | $14,961 | — | — | — | — |