Plan Snapshot
- Plan Sponsor: Ua Gulf Coast District Council
- Sponsor EIN: 471409899
- Sponsor Address: 3515 I-10 SERVICE ROAD, METAIRIE, LA, 70002
- Plan Type: DC
- Total Participants: 375
- Total Assets: $800,308
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 | 375 | $800,308 | $342,937 | $2,080 |
| 2023 | 573 | $457,199 | $274,983 | $0 |
| 2022 | 373 | $181,785 | $58,371 | $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 |
|---|---|---|---|---|
| SENTINEL PENSION | Recordkeeper | $22,740 | — | $22,740 |
| NATIONWIDE | Recordkeeper | $8,963 | — | $8,963 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION — Recordkeeper
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,703
- Estimated Expense Ratio: 3.961% 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 | $56,869 | — | $56,869 | — | — |
| 2023 | $767 | — | $767 | — | — |
| 2022 | $6,663 | — | — | — | $6,663 |