Plan Snapshot
- Plan Sponsor: The Baton Rouge Water Works Company
- Sponsor EIN: 720127240
- Sponsor Address: 8755 GOODWOOD BLVD., BATON ROUGE, LA, 70806
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 228 | $5.9M | $619,430 | $726,440 |
| 2023 | 204 | $4.2M | $503,180 | $592,995 |
| 2022 | 155 | $2.9M | $365,810 | $386,588 |
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 |
|---|---|---|---|---|
| HAWTHORN WAYMOUTH & CARROLL, LLP | 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 | $13,850 | $11,645 | $2,205 | — | — |
| 2023 | $11,382 | $7,947 | $3,435 | — | — |
| 2022 | $9,721 | $6,616 | $3,105 | — | — |