Plan Snapshot
- Plan Sponsor: The Lemoine Company, LLC
- Sponsor EIN: 721353287
- Sponsor Address: 1906 ERASTE LANDRY ROAD STE 200, LAFAYETTE, LA, 70506
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 659
- Total Assets: $26.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 659 | $26.1M | $845,236 | $2.3M |
| 2022 | 521 | $20.5M | $553,596 | $2.0M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD | Investment Advisor | — | $56,612 | $56,612 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $13,126 | — | $13,126 |
| DARNALL SIKES & FREDERICK | Auditor | $11,500 | — | $11,500 |
| MORNINGSTAR INVESTMENT MANAGEMENT | Other Service Provider | $6,509 | $3,693 | $10,202 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES AD — Investment Advisor
- DARNALL SIKES & FREDERICK — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,440
- Estimated Expense Ratio: 0.351% 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 |
|---|---|---|---|---|---|
| 2023 | $31,134 | $12,984 | $3,800 | — | — |
| 2022 | $30,568 | — | — | — | — |