Plan Snapshot
- Plan Sponsor: The Arc Caddo-Bossier
- Sponsor EIN: 720482891
- Sponsor Address: 351 JORDAN ST, SHREVEPORT, LA, 711014846
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 826
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 826 | $3.4M | $91,872 | $175,477 |
| 2023 | 770 | $2.9M | $0 | $142,624 |
| 2022 | 655 | $2.6M | $0 | $123,014 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Insurance Carrier | $5,293 | — | $5,293 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,293
- Estimated Expense Ratio: 0.158% 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 | $3,110 | — | — | — | — |
| 2023 | $3,797 | — | — | — | — |
| 2022 | $2,813 | — | — | — | — |