Plan Snapshot
- Plan Sponsor: Service Tool Co., LLC
- Sponsor EIN: 720764438
- Sponsor Address: P. O. BOX 12240, NEW IBERIA, LA, 705622240
- Plan Type: DC
- Total Participants: 86
- Total Assets: $12.1M
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 | 86 | $12.1M | $484,739 | $0 |
| 2023 | 86 | $10.2M | $483,388 | $0 |
| 2022 | 84 | $8.4M | $422,012 | $0 |
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 & HUTCHINSON | 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 | $137,482 | $137,418 | — | — | — |
| 2023 | $111,494 | — | $111,279 | — | — |
| 2022 | $136,230 | $136,206 | — | — | — |