Southeastern Louisiana Area He 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southeastern Louisiana Area He
  • Sponsor EIN: 721155014
  • Sponsor Address: 1302 J W DAVIS DR, HAMMOND, LA, 704035914
  • Plan Type: 403(b)
  • Total Participants: 426
  • Total Assets: $19.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024426$19.0M$1.9M$1.2M
2023524$16.0M$1.9M$1.2M
2022480$12.3M$1.6M$1.0M

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
LAPORTE, APACAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$9,752
2023$6,748
2022$4,113

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