Plan Snapshot
- Plan Sponsor: Surgical Specialty Center Of Baton Rouge, LLC
- Sponsor EIN: 263120962
- Sponsor Address: 8080 BLUEBONNET BLVD, BATON ROUGE, LA, 70810
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $8.4M
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 | 162 | $8.4M | $169,288 | $496,308 |
| 2023 | 151 | $7.5M | $150,882 | $448,662 |
| 2022 | 157 | $6.3M | $170,394 | $466,372 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $27,428 | — | $27,428 |
| CETERA ADVISORS, LLC | Investment Advisor | $14,852 | — | $14,852 |
| CETERA ADVISORS | Investment Advisor | $14,195 | — | $14,195 |
| SENTINEL PENSION, LLC | Recordkeeper | $7,872 | $3,799 | $11,671 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,146
- Estimated Expense Ratio: 0.810% 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 | $37,020 | — | $7,972 | — | — |
| 2023 | $33,943 | — | $10,247 | — | — |
| 2022 | $32,015 | $29,815 | $2,200 | — | — |