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Original filing (PDF)20250904082003NAL0009581267001
PROVIDENCE HOLDING, INC.
Form 5500
FILING_RECEIVED
PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP, LLC 401(K) PENSION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
145
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVIDENCE HOLDING, INC..
Plan sponsor
Name
PROVIDENCE HOLDING, INC.
EIN
46-0913058
Address
1201 MAIN STREET · BATON ROUGE, LA · 70802
Phone
(225) 766-7400
Industry
Engineering Services· Professional & Technical Servicessee all
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LAPORTE, A PROFESSIONAL ACCOUNTING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
| CETERA ADVISORS | 84-0858799 | — | ADVISOR, BROKER | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| SENTINEL PENSION AND PAYROLL | — | BATON ROUGE, LA | THIRD PARTY ADMIN | $3K | — |
Investments
33 direct securities· $11.3M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Adv Growth Opp Z Fund | — | — | — | $2.1M | 17.5% | |
| JP Morgan Funds JP Morgan Us Equity R6 Fund | — | — | — | $1.2M | 10.3% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2040 I Fd | — | — | — | $795K | 6.6% | |
| T. Rowe Price Funds T. Rowe Price Gl Stock I Fund | — | — | — | $738K | 6.1% | |
| Neuberger Berman Mgmt. Inc. Neuberger Berman Core Bond R6 Fd | — | — | — | $722K | 6.0% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2045 I Fd | — | — | — | $660K | 5.5% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2030 I Fd | — | — | — | $552K | 4.6% | |
| John Hancock John Hancock Disc Val Mc R6 Fd | — | — | — | $526K | 4.3% | |
| Fidelity Investments Fidelity Adv Balanced Z Fd | — | — | — | $452K | 3.7% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2025 I Fd | — | — | — | $405K | 3.4% | |
| Columbia Funds Columbia Div Income I3 Fund | — | — | — | $398K | 3.3% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2055 I Fd | — | — | — | $374K | 3.1% | |
| Columbia Funds Columbia Small Cap Growth I3 | — | — | — | $331K | 2.7% | |
| Fidelity Investments Fidelity Adv Sm Cap Val Z Fund | — | — | — | $329K | 2.7% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2035 I Fd | — | — | — | $319K | 2.6% | |
| Blackrock Tech Opport K Fd | — | — | — | $240K | 2.0% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fd | — | — | — | $156K | 1.3% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2010 I Fd | — | — | — | $126K | 1.0% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2065 I Fd | — | — | — | $123K | 1.0% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2060 I Fd | — | — | — | $114K | 0.9% | |
| Notes Receivable from Participants Interest Rates are 3.00% to 9.50% | — | — | — | $110K | 0.9% | |
| Vanguard Group Vanguard Intl Growth Adm Fd | — | — | — | $88K | 0.7% | |
| Thornburg Lmtd-Term Inc R6 Fd | — | — | — | $67K | 0.6% | |
| Federated Investors Funds Fed Hrmes Trsry Oblig Instl Fd | — | — | — | $67K | 0.6% | |
| American Funds American Funds Smcap Wld R6 Fd | — | — | — | $58K | 0.5% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2020 I Fd | — | — | — | $46K | 0.4% | |
| Hartford Mutual Funds Hartford Strat Income R6 Fund | — | — | — | $39K | 0.3% | |
| PGIM Investments Pgim High Yield R6 Fund | — | — | — | $35K | 0.3% | |
| Fidelity Investments Fidelity Adv Stk Sel Sm Cap Z Fd | — | — | — | $29K | 0.2% | |
| American Funds American Funds Newworld R6 | — | — | — | $20K | 0.2% | |
| T. Rowe Price Funds T. Rowe Price Rtmt Bal I Fund | — | — | — | $10K | <0.1% | |
| PGIM Investments Pgim Global Total Ret R6 Fd | — | — | — | $6K | <0.1% | |
| MFS International MFS International Diversification R6 Fd | — | — | — | $5K | <0.1% |
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