Plan Snapshot
- Plan Sponsor: Woman'S Hospital Foundation
- Sponsor EIN: 720652905
- Sponsor Address: 100 WOMAN'S WAY, BATON ROUGE, LA, 70817
- Plan Type: 403(b)
- Total Participants: 2,567
- Total Assets: $192.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,567 | $192.3M | $0 | $11.6M |
| 2023 | 2,460 | $186.2M | $85,868 | $11.4M |
| 2022 | 1,721 | $163.8M | $0 | $10.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $95,114 | — | $95,114 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Investment Advisor | $51,398 | — | $51,398 |
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $22,205 | — | $22,205 |
| EISENRAMPER | Auditor | $8,900 | — | $8,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS LLC — Investment Advisor
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- EISENRAMPER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,617
- Estimated Expense Ratio: 0.092% 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 | $177,950 | $51,731 | $22,205 | $8,900 | — |
| 2023 | $121,004 | $35,000 | — | $4,000 | — |
| 2022 | $52,426 | $39,926 | — | — | $12,500 |