Plan Snapshot
- Plan Sponsor: Reserve Communications And Computer, LLC
- Sponsor EIN: 726157434
- Sponsor Address: 913 S. BURNSIDE, GONZALES, LA, 70737
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 320
- Total Assets: $272,334
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 320 | $272,334 | $2.8M | $1.5M |
| 2023 | 301 | $272,077 | $2.7M | $1.4M |
| 2022 | 343 | $750,115 | $2.9M | $1.4M |
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 |
|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF LOUIS | Other Service Provider | $204,488 | — | $204,488 |
| HUB INTERNATIONAL GULF SOUTH LTD | Investment Advisor | $15,220 | — | $15,220 |
| HANCOCK WHITNEY | Custodian / Trustee | $7,200 | — | $7,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $226,908
- Estimated Expense Ratio: 83.320% 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 | $226,908 | — | $226,908 | — | — |
| 2023 | $239,801 | — | $239,801 | — | — |
| 2022 | $234,779 | — | $234,779 | — | — |