Plan Snapshot
- Plan Sponsor: Swla Center For Health Services
- Sponsor EIN: 721015384
- Sponsor Address: 2000 OPELOUSAS STREET, LAKE CHARLES, LA, 70601
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $6.4M
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 | 214 | $6.4M | $404,802 | $516,145 |
| 2023 | 195 | $5.5M | $434,676 | $504,116 |
| 2022 | 181 | $4.2M | $323,115 | $487,109 |
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 |
|---|---|---|---|---|
| STEVEN M. DEROUEN & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEVEN M. DEROUEN & ASSOCIATES, LLC — 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 | $30,577 | — | $30,577 | — | — |
| 2023 | $30,953 | $24,473 | $6,480 | — | — |
| 2022 | $28,439 | $23,204 | $5,235 | — | — |