Plan Snapshot
- Plan Sponsor: Standard Enterprises, INC.
- Sponsor EIN: 720683436
- Sponsor Address: P.O. BOX 4086, MONROE, LA, 71211
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $10.1M
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 | 134 | $10.1M | $191,302 | $375,588 |
| 2023 | 111 | $8.6M | $184,964 | $365,682 |
| 2022 | 111 | $7.1M | $178,781 | $349,971 |
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 |
|---|---|---|---|---|
| WOODARD & ASSOCIATES | 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 |
|---|---|---|---|---|---|
| 2024 | $36,351 | — | $36,351 | — | — |
| 2023 | $31,524 | — | $26,489 | — | — |
| 2022 | $30,448 | — | $27,133 | — | $3,315 |