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Original filing (PDF)20250926144244NAL0009502305001
BAYOU LA BATRE AREA HEALTH DEVELOPMENT BOARD, INC.
Form 5500
FILING_RECEIVED
BAYOU LA BATRE AREA HEALTH DEVELOPMENT BOARD, INC. MPP
Defined-contribution retirement plan
Active participants
87
Accounts w/ balance
120
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYOU LA BATRE AREA HEALTH DEVELOPMENT BOARD, INC..
Plan sponsor
Name
BAYOU LA BATRE AREA HEALTH DEVELOPMENT BOARD, INC.
EIN
63-0756832
Address
P.O. BOX 769 · BAYOU LA BATRE, AL · 365090769
Phone
(251) 824-2174
Industry
Health Care & Social Assistancesee 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
2025-09-26
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE HIGHLANDS ACCOUNTING GROUP, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $950 | — |
Investments
23 direct securities · 1 pooled fund· $10.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.6M
23 holdings
Common Collective Trust
$430K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund of Amer R3 a | — | — | — | $2.3M | 22.9% | |
| American Funds American Funds Capital Income Builder R3 a | — | — | — | $1.4M | 13.9% | |
| American Funds American Funds Washington Mutual R3 a | — | — | — | $1.2M | 11.6% | |
| American Funds American Funds Invest Co of America R3 a | — | — | — | $1.1M | 11.3% | |
| American Funds American Funds Small Cap World R3 a | — | — | — | $787K | 7.8% | |
| American Funds American Funds EuroPacific Gr R3 a | — | — | — | $643K | 6.4% | |
| American Funds American Funds 2045 Target Date Fund R3 a | — | — | — | $456K | 4.5% | |
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $430K | 4.3% | |
| American Funds American Funds 2040 Target Date Fund R3 a | — | — | — | $285K | 2.8% | |
| American Funds American Funds 2035 Target Date Fund R3 a | — | — | — | $227K | 2.2% | |
| American Funds American Funds 2050 Target Date Fund R3 a | — | — | — | $198K | 2.0% | |
| American Funds American Funds 2030 Target Date Fund R3 a | — | — | — | $193K | 1.9% | |
| American Funds American Funds 2055 Target Date Fund R3 a | — | — | — | $169K | 1.7% | |
| American Funds American Funds 2010 Target Date Retire R3 a 10 * American Funds American Funds 2025 Target Date Fund R3 a | — | — | — | $136K | 1.3% | |
| American Funds American Funds 2060 Target Date Fund R3 a | — | — | — | $105K | 1.0% | |
| Participant Loans Interest rates range from 4.25% to 9.50%, various maturities -0- | — | — | — | $103K | 1.0% | |
| American Funds American Funds American Balanced R3 a | — | — | — | $77K | 0.8% | |
| American Funds American Funds Conserv G/I Portfolio R3 a | — | — | — | $69K | 0.7% | |
| American Funds American Funds 2065 Target Date Fund R3 a | — | — | — | $49K | 0.5% | |
| American Funds American Funds Bond Fund of Amer R3 a | — | — | — | $34K | 0.3% | |
| American Funds American Funds US Government Sec R3 a 176 PIMCO Total Return Fund - R a | — | — | — | $33K | 0.3% | |
| American Funds American Funds International Gr & Inc R3 a | — | — | — | $26K | 0.3% | |
| Invesco Real Estate R a | — | — | — | $6K | <0.1% | |
| American Funds American Funds Growth & Income Portfolio R3 a | — | — | — | $3K | <0.1% |