Plan Snapshot
- Plan Sponsor: St. Martin, Iberia, Lafayette
- Sponsor EIN: 720648848
- Sponsor Address: PO BOX 3343, LAFAYETTE, LA, 705023343
- Plan Type: DC
- Total Participants: 24
- Total Assets: $817,387
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 24 | $817,387 | $0 | $0 |
| 2024 | 0 | $852,805 | $41,091 | $19,145 |
| 2023 | 321 | $825,254 | $39,408 | $22,788 |
| 2022 | 330 | $837,257 | $53,145 | $4,637 |
| 2021 | 332 | $826,748 | $14,671 | $27,972 |
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 |
|---|---|---|---|---|
| ABC AUDITOR COMPANY | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $863 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2021 | — | — | — | — | — |