Plan Snapshot
- Plan Sponsor: Williamson Eye Center, Apmc
- Sponsor EIN: 721068047
- Sponsor Address: 550 CONNELLS PARK LANE, BATON ROUGE, LA, 70806
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $7.2M
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 | 206 | $7.2M | $73,515 | $540,170 |
| 2023 | 214 | $7.2M | $97,448 | $527,525 |
| 2022 | 194 | $5.9M | $67,879 | $503,866 |
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, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANNIS T. BOURGEOIS, LLC — Auditor
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 | $74,806 | — | $74,806 | — | — |
| 2023 | $70,622 | — | $70,622 | — | — |
| 2022 | $61,648 | $22,790 | $38,858 | — | — |