How big is Providence Holding, Inc.'s plan?

Providence Holding, Inc.'s plan reported $12.1M in assets and 116 participants for 2024.

Original filing (PDF)20250904082003NAL0009581267001

Providence Holding, Inc.

Name: Providence Holding, Inc. — Providence Engineering &, Form 5500 (2024)
Creator: Providence Holding, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Providence Engineering & Environmental Group, LLC 401(k) Pension Plan

401(k) retirement plan · Providence Holding, Inc.'s Providence Engineering & Environmental Group, LLC 401(k) Pension Plan held $12.1M in plan assets for 116 participants in 2024, with Principal as recordkeeper.

Active participants

116

Accounts w/ balance

145

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

Plan identifiers

Providence Holding, Inc.'s EIN is 46-0913058.

EIN 46-0913058

Plan number 001

Plan year 2024

ACK ID 20250904082003NAL0009581267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Providence Holding, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Providence Holding, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

PROVIDENCE HOLDING, INC.

EIN

all filings

Address

1201 MAIN STREET · BATON ROUGE, LA · 70802

Phone

(225) 766-7400

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISORS	36-3258176	—	INVESTMENT ADVISORY	$0	—

Investments

33 direct securities· $11.3M(93% of reported assets)

Other securities

$7.3M

22 holdings

Mutual Funds

$3.1M

8 holdings

Common Stocks

$789K

2 holdings

Bonds / Notes

$110K

1 holding

					% of plan
Fidelity Investments Fidelity Adv Growth Opp Z Fund	Mutual Funds	—	—	$2.1M	17.5%
JP Morgan Funds JP Morgan Us Equity R6 Fund	Other securities	—	—	$1.2M	10.3%
T. Rowe Price Funds T. Rowe Price Rtmt 2040 I Fd	Other securities	—	—	$795K	6.6%
T. Rowe Price Funds T. Rowe Price Gl Stock I Fund	Other securities	—	—	$738K	6.1%
Neuberger Berman Mgmt. Inc. Neuberger Berman Core Bond R6 Fd	Common Stocks	—	—	$722K	6.0%
T. Rowe Price Funds T. Rowe Price Rtmt 2045 I Fd	Other securities	—	—	$660K	5.5%
T. Rowe Price Funds T. Rowe Price Rtmt 2030 I Fd	Other securities	—	—	$552K	4.6%
John Hancock John Hancock Disc Val Mc R6 Fd	Other securities	—	—	$526K	4.3%
Fidelity Investments Fidelity Adv Balanced Z Fd	Mutual Funds	—	—	$452K	3.7%
T. Rowe Price Funds T. Rowe Price Rtmt 2025 I Fd	Other securities	—	—	$405K	3.4%
Columbia Funds Columbia Div Income I3 Fund	Other securities	—	—	$398K	3.3%
T. Rowe Price Funds T. Rowe Price Rtmt 2055 I Fd	Other securities	—	—	$374K	3.1%
Columbia Funds Columbia Small Cap Growth I3	Other securities	—	—	$331K	2.7%
Fidelity Investments Fidelity Adv Sm Cap Val Z Fund	Mutual Funds	—	—	$329K	2.7%
T. Rowe Price Funds T. Rowe Price Rtmt 2035 I Fd	Other securities	—	—	$319K	2.6%
Blackrock Tech Opport K Fd	Other securities	—	—	$240K	2.0%
JP Morgan Funds JP Morgan Mid Cap Growth R6 Fd	Other securities	—	—	$156K	1.3%
T. Rowe Price Funds T. Rowe Price Rtmt 2010 I Fd	Other securities	—	—	$126K	1.0%
T. Rowe Price Funds T. Rowe Price Rtmt 2065 I Fd	Other securities	—	—	$123K	1.0%
T. Rowe Price Funds T. Rowe Price Rtmt 2060 I Fd	Other securities	—	—	$114K	0.9%
Notes Receivable from Participants Interest Rates are 3.00% to 9.50%	Bonds / Notes	—	—	$110K	0.9%
Vanguard Group Vanguard Intl Growth Adm Fd	Mutual Funds	—	—	$88K	0.7%
Thornburg Lmtd-Term Inc R6 Fd	Common Stocks	—	—	$67K	0.6%
Federated Investors Funds Fed Hrmes Trsry Oblig Instl Fd	Other securities	—	—	$67K	0.6%
American Funds American Funds Smcap Wld R6 Fd	Mutual Funds	—	—	$58K	0.5%
T. Rowe Price Funds T. Rowe Price Rtmt 2020 I Fd	Other securities	—	—	$46K	0.4%
Hartford Mutual Funds Hartford Strat Income R6 Fund	Other securities	—	—	$39K	0.3%
PGIM Investments Pgim High Yield R6 Fund	Other securities	—	—	$35K	0.3%
Fidelity Investments Fidelity Adv Stk Sel Sm Cap Z Fd	Mutual Funds	—	—	$29K	0.2%
American Funds American Funds Newworld R6	Mutual Funds	—	—	$20K	0.2%
T. Rowe Price Funds T. Rowe Price Rtmt Bal I Fund	Other securities	—	—	$10K	<0.1%
PGIM Investments Pgim Global Total Ret R6 Fd	Other securities	—	—	$6K	<0.1%
MFS International MFS International Diversification R6 Fd	Mutual Funds	—	—	$5K	<0.1%