# Transit Management Of Southeast Louisiana, INC. DB Plan
Source: https://planprovider.pro/companies/transit-management-of-southeast-louisiana-inc-plan

> Transit Management Of Southeast Louisiana, INC.'s DB plan: 1,602 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Transit Management Of Southeast Louisiana, INC.

- **Sponsor EIN:** 720956036

- **Sponsor Address:** 4939 CHEF MENTEUR HIGHWAY, SUITE 3, NEW ORLEANS, LA, 701260000

- **Plan Type:** DB

- **Total Participants:** 1,602

- **Total Assets:** $180.0M

## 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|1,602|$180.0M|$19.6M|$0|

| 2023|1,631|$180.6M|$13.8M|$0|

| 2022|1,673|$185.6M|$9.8M|$0|

## 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|

| MARINER INSTITUTIONAL, LLC|Other Service Provider|$187,500|—|$187,500|

| AMERICAN REALTY ADVISORS|Other Service Provider|$117,962|—|$117,962|

| WEILER & REES|Other Service Provider|$104,776|—|$104,776|

| GULF COAST BANK & TRUST|Other Service Provider|$103,059|—|$103,059|

| ALLSPRING GLOBAL INVESTMENTS|Other Service Provider|$102,527|—|$102,527|

| BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$95,519|—|$95,519|

| FOSTER & FOSTER, INC.|Other Service Provider|$88,901|—|$88,901|

| PENSION TECHNOLOGY GROUP|Other Service Provider|$75,000|—|$75,000|

| SEIZERT CAPITAL PARTNERS LLC|Other Service Provider|$69,752|$3,319|$73,071|

| KENNEDY CAPITAL MANAGEMENT INC|Other Service Provider|$68,625|$10|$68,635|

| NEWTON INVESTMENT MANAGEMENT NORTH|Other Service Provider|$64,852|—|$64,852|

| DUPLANTIER HRAPMANN HOGAN & MAHER L|Other Service Provider|$43,950|—|$43,950|

| MARCIA ALSANDOR|EMPLOYEE|$41,958|—|$41,958|

| XPONANCE, INC.|Other Service Provider|$39,888|—|$39,888|

| MESIROW FINANCIAL|Other Service Provider|$38,732|—|$38,732|

| CURTIS A MORET JR LLC|Other Service Provider|$11,880|—|$11,880|

| KAYDREYON BOWMAN|EMPLOYEE|$11,357|—|$11,357|

| SCHRODERS INVESTMENT MANAGEMENT NOR|Other Service Provider|$9,327|—|$9,327|

| LAZARD ASSET MANAGEMENT|Other Service Provider|$7,249|$1,228|$8,477|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,287,371

- **Estimated Expense Ratio:** 0.715% 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|$20,689,672|$386,778|—|—|—|

| 2023|$15,887,605|$401,062|—|—|—|

| 2022|$11,599,708|$568,117|—|—|$598,591|

## Similar Plans

- [Shreveport Transit Management, INC.](https://planprovider.pro/companies/shreveport-transit-management-inc-plan-001) — 102 participants

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