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| Provider | Service type | Compensation |
|---|---|---|
HBPA11+ years Service code 14 · EIN 72-1256213 1535 GENTILLY BLVD · NEW ORLEANS, LA 70119 | Plan Administrator | $109,900 |
Filed as: ERICKSEN KRENTEL,LLP Service code 10 · EIN 72-0549733 4227 CANAL ST · NEW ORLEANS, LA 70119 | Accounting | $38,080 |
RICHARD CPAS8 years Service code 10 · EIN 82-2560183 3421 N. CAUSEWAY BLVD SUITE 403 · METAIRIE, LA 70002 | Accounting | $13,250 |
3 funds hold $185K of the plan's $4.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $84K | 45.2% |
| BlackRock BlackRock · Mutual fund | $51K | 27.7% |
| Goldman Sachs Group Inc Goldman Sachs · Mutual fund | $50K | 27.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.