# Shreveport Transit Management, INC. DB Plan
Source: https://planprovider.pro/companies/shreveport-transit-management-inc-plan-001

> Shreveport Transit Management, INC.'s DB plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shreveport Transit Management, INC.

- **Sponsor EIN:** 721150610

- **Sponsor Address:** 1115 JACK WELLS BLVD., SHREVEPORT, LA, 71137

- **Plan Type:** DB

- **Total Participants:** 102

- **Total Assets:** $12.8M

## 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|102|$12.8M|$753,235|$753,235|

| 2023|100|$11.8M|$729,785|$729,785|

| 2022|105|$10.3M|$498,836|$500,278|

## 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|

| REGIONS BANK|NONE|$87,523|—|$87,523|

| HEARD, MCELROY & VESTAL|NONE|$12,500|—|$12,500|

| OSBORN, CARREIRO & ASSOCIATES, INC.|NONE|$6,000|—|$6,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,023

- **Estimated Expense Ratio:** 0.826% 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|$286,093|$87,523|—|$12,500|—|

| 2023|$277,184|$78,759|—|$17,900|—|

| 2022|$234,576|$82,458|—|—|$6,000|

## Similar Plans

- [Transit Management Of Southeast Louisiana, INC.](https://planprovider.pro/companies/transit-management-of-southeast-louisiana-inc-plan) — 1,602 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shreveport-transit-management-inc-plan-001)

© 2026 PlanProvider.Pro