Plan Snapshot
- Plan Sponsor: The Newtron Group, L.L.C.
- Sponsor EIN: 720955705
- Sponsor Address: 8183 W EL CAJON DR, BATON ROUGE, LA, 708158035
- Plan Type: 401(k)
- Total Participants: 4,022
- Total Assets: $117.9M
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 | 4,022 | $117.9M | $1.8M | $9.1M |
| 2023 | 2,725 | $101.7M | $1.7M | $8.1M |
| 2022 | 2,465 | $87.3M | $1.6M | $6.2M |
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 |
|---|---|---|---|---|
| HANNIS T. BOURGEOIS, LLP | Auditor | $24,800 | — | $24,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANNIS T. BOURGEOIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,800
- Estimated Expense Ratio: 0.021% 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 | $188,822 | $32,664 | $131,358 | $24,800 | — |
| 2023 | $141,464 | $10,398 | $131,066 | — | — |
| 2022 | $91,122 | — | $91,122 | — | — |