Plan Snapshot
- Plan Sponsor: Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol
- Sponsor EIN: 721509232
- Sponsor Address: 101 CATALPA STREET, MONROE, LA, 71201
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $17.3M
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 | 188 | $17.3M | $547,695 | $1.0M |
| 2023 | 185 | $15.0M | $505,181 | $951,717 |
| 2022 | 152 | $12.7M | $463,328 | $843,006 |
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, A PUBLIC ACCOUNTING CORP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPORTE, A PUBLIC ACCOUNTING CORP. — Auditor
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 | $73,828 | $39,704 | — | — | — |
| 2023 | $64,561 | $32,610 | — | — | — |
| 2022 | $64,556 | $35,225 | $29,331 | — | — |