Plan Snapshot
- Plan Sponsor: Shreveport Electrical Industry Profit Sharing Plan
- Sponsor EIN: 721114759
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 37070
- Plan Type: DC
- Plan Number: 001
- Total Participants: 541
- Total Assets: $95.2M
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 | 541 | $95.2M | $6.3M | $0 |
| 2023 | 527 | $87.7M | $5.6M | $0 |
| 2022 | 494 | $77.1M | $4.8M | $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 |
|---|---|---|---|---|
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $65,000 | — | $65,000 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $56,760 | — | $56,760 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $46,413 | — | $46,413 |
| CHEVY CHASE TRUST | Other Service Provider | $31,382 | — | $31,382 |
| ORLEANS CAPITAL MANAGEMENT | Other Service Provider | $29,953 | — | $29,953 |
| COMERICA BANK & TRUST, N.A. | Other Service Provider | $26,979 | — | $26,979 |
| NATIONAL INVESTMENT SERVICES, LLC | Other Service Provider | $25,704 | — | $25,704 |
| HANCOCK WHITNEY BANK | Other Service Provider | $22,066 | — | $22,066 |
| DANIELS, IRWIN & AYLOR CPAS | Auditor | $17,425 | — | $17,425 |
| ROBEIN, URANN, SPENCER & PICARD | Other Service Provider | $10,404 | — | $10,404 |
| EAGLE ASSET MANAGEMENT | Other Service Provider | $8,857 | — | $8,857 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $340,943
- Estimated Expense Ratio: 0.358% 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 | $366,406 | $257,949 | $46,000 | $17,425 | — |
| 2023 | $434,018 | $304,796 | $43,600 | $16,250 | — |
| 2022 | $415,196 | $310,115 | $41,600 | — | $30,928 |