Plan Snapshot
- Plan Sponsor: Southwest Louisiana Hospital Association
- Sponsor EIN: 720551963
- Sponsor Address: 1701 OAK PARK BOULEVARD, LAKE CHARLES, LA, 70601
- Plan Type: 403(b)
- Total Participants: 2,772
- Total Assets: $109.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 2,772 | $109.9M | $265 | $12.2M |
| 2023 | 2,663 | $93.4M | $0 | $10.9M |
| 2022 | 2,317 | $79.2M | $0 | $9.9M |
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 |
|---|---|---|---|---|
| EISNERAMPER, LLP | Auditor | $75,000 | — | $75,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,000
- Estimated Expense Ratio: 0.068% 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 | $286,021 | — | $211,021 | $75,000 | — |
| 2023 | $215,499 | $61,141 | $154,358 | — | — |
| 2022 | $170,993 | — | $170,993 | — | — |