Back to filter
Original filing (PDF)20251015085327NAL0002045715001
LEBEOUF BROS. TOWING, LLC
Form 5500
FILING_RECEIVED
GONSOULIN 401K PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
439
Accounts w/ balance
325
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEBEOUF BROS. TOWING, LLC.
Plan sponsor
Name
LEBEOUF BROS. TOWING, LLC
EIN
72-0506757
Address
124 DRY ROCK ROAD · BOURG, LA · 703430008
Phone
(985) 594-6691
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MALCOLM M. DIENES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $15K | — |
Investments
1 direct security · 1 pooled fund· $37.5M(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
$18.8M
1 holding
Pooled Separate Account
$18.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (extraction pending)] | — | — | — | $18.8M | 75.8% | |
| FUTURE FUNDS SERIES ACCT II OF GWL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $18.8M | 75.8% |
Related plans
Other plans using THE RETIREMENT ADVANTAGE INC
H.W. KAUFMAN FINANCIAL GROUP
H. W. KAUFMAN FINANCIAL GROUP RETIREMENT SAVINGS PLAN
$155.5M · 1,440 participants
PATTERSON & DEWAR ENGINEERS, INC.
PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST
$94.5M · 281 participants
AMERICA'S BACK OFFICE, INC.
ABO 401(K) PLAN
$80.3M · 4,275 participants
WISCONSIN FUEL & RETAIL ASSOCIATION, INC.
WFRA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN
$51.3M · 871 participants
CHILD TRENDS, INC.
CHILD TRENDS 403(B) PLAN
$50.9M · 246 participants
MARTIN ENGINEERING COMPANY
MARTIN ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN
$45.5M · 238 participants
Similar-size Transportation & Warehousing plans
CROWLEY LINER SERVICES PUERTO RICO,INC.
UNION DE TRONQUISTAS DE PUERTO RICO OF CROWLEY LINER SERVICES PUERTO RICO, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
$24.5M · 206 participants
ODFJELL HOLDINGS US INC.
ODFJELL HOLDINGS (US) INC. DEFINED BENEFIT PLAN
$24.2M · 172 participants
BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS MEDICAL PLAN
AMERICAN MARITIME OFFICERS MEDICAL PLAN
$25.7M · 3,005 participants
AMERICAN PRESIDENT LINES, LLC
RET. PLAN FOR EMPS. OF AMERICAN PRESIDENT LINES, LLC. REPRESENTED BY THE PROF. OFC. & IND. , MARINE ENGR. BENEFICIAL ASSN (AFL/CIO)
$23.7M · 156 participants
BOARD OF TRUSTEES NYSA-ILA MED AND
NYSA-ILA MEDICAL AND CLINICAL SERVICES FUND RETIREMENT TRUST AND PLAN
$25.8M · 64 participants
BOARD OF TRUSTEES
NYSA-ILA VACATION & HOLIDAY FUND & PLAN
$26.2M · 4,369 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants