Plan Snapshot
- Plan Sponsor: Shop Rite, INC.
- Sponsor EIN: 720642703
- Sponsor Address: 204 N PARKERSON AVENUE, CROWLEY, LA, 70527
- Plan Type: 401(k)
- Total Participants: 552
- Total Assets: $11.3M
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 | 552 | $11.3M | $185,608 | $551,514 |
| 2023 | 545 | $9.8M | $178,673 | $576,383 |
| 2022 | 523 | $8.2M | $174,076 | $555,680 |
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 |
|---|---|---|---|---|
| THIBODAUX HEBERT DESHOTELS LEBLANC | 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 | $1,280 | — | — | — | — |
| 2023 | $54 | — | — | — | — |
| 2022 | $95 | — | — | — | — |