Plan Snapshot
- Plan Sponsor: St. James Place Of Baton Rouge
- Sponsor EIN: 720887915
- Sponsor Address: 333 LEE DRIVE, BATON ROUGE, LA, 70808
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 268
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 268 | $4.7M | $0 | $0 |
| 2024 | 319 | $4.2M | $117,824 | $420,897 |
| 2023 | 334 | $3.6M | $99,135 | $376,897 |
| 2022 | 322 | $2.9M | $91,979 | $346,056 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $32,527 | — | $32,527 |
| RAYMOND JAMES & ASSOCIATES INC | Other Service Provider | — | $21,687 | $21,687 |
| CLIFTONLARSONALLEN LLP | Other Service Provider | $13,860 | — | $13,860 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,074
- Estimated Expense Ratio: 1.453% 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 |
|---|---|---|---|---|---|
| 2025 | $815,149 | — | $32,527 | $13,860 | — |
| 2024 | $37,257 | — | $28,463 | $8,794 | — |
| 2023 | $26,252 | — | $23,102 | $3,150 | — |
| 2022 | $34,972 | — | $34,972 | — | — |