Plan Snapshot
- Plan Sponsor: The American Sugar Refining Company
- Sponsor EIN: 133366163
- Sponsor Address: 7417 N PETERS ST, ARABI, LA, 700321543
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 272
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 272 | $7.6M | $4.8M | $887,058 |
| 2023 | 272 | $5.7M | $4.5M | $828,486 |
| 2022 | 272 | $4.5M | $4.2M | $765,717 |
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 |
|---|---|---|---|---|
| THE SEGAL COMPANY | Other Service Provider | $27,941 | — | $27,941 |
| ROBEIN, URANN, SPENCER, PICARD & CA | Other Service Provider | $8,690 | — | $8,690 |
| BOURGEOIS BENNETT, LLC | Other Service Provider | $8,600 | — | $8,600 |
| PERSON CPA GROUP | Other Service Provider | $8,190 | — | $8,190 |
| MERITAIN HEALTH | Other Service Provider | $5,623 | — | $5,623 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,044
- Estimated Expense Ratio: 0.782% 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 | $67,554 | — | $8,255 | $8,600 | — |
| 2023 | $66,786 | — | $7,599 | $11,900 | — |
| 2022 | $63,108 | — | $7,137 | — | $48,733 |