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Original filing (PDF)20250930142335NAL0005539763001
C.H. FENSTERMAKER & ASSOCIATES, L.L.C.
Form 5500
FILING_RECEIVED
C.H. FENSTERMAKER & ASSOCIATES PROFIT SHARING 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
200
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 C.H. FENSTERMAKER & ASSOCIATES, L.L.C..
Plan sponsor
Name
C.H. FENSTERMAKER & ASSOCIATES, L.L.C.
EIN
72-0945751
Address
P.O. BOX 52106 · LAFAYETTE, LA · 705052106
Phone
(337) 237-2200
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
C.H. FENSTERMAKER & ASSOCIATES L.L.C.
EIN
72-0945751
City
LAFAYETTE, LA
Phone
(337) 237-2200
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLOWER & ASSOCIATES, INC. | 72-0894768 | LAFAYETTE, LA | SERVICE PROVIDER | $10K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $5K | — |
| RAYMOND JAMES & ASSOCIATES | 59-2937883 | ST. PETERSBURG, FL | SERVICE PROVIDER | $0 | — |
Investments
38 direct securities · 1 pooled fund· $46.2M(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
$23.9M
38 holdings
Pooled Separate Account
$22.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $22.3M | 91.8% | |
| American Funds American Fund Growth Fnd R6 | — | — | — | $3.3M | 13.6% | |
| Company * Voya Retirement Insurance and Annuity Voya Large Cap Growth Fund 8 | — | — | — | $2.4M | 9.9% | |
| American Funds American Funds Wash Mutual Inv R6 | — | — | — | $1.8M | 7.6% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2045 Portfolio Z | — | — | — | $1.8M | 7.3% | |
| Eaton Vance Eaton Vance Atlanta Cap SMID-Cp F R6 | — | — | — | $1.2M | 5.0% | |
| American Funds American Funds Fundmental Inv R6 | — | — | — | $1.1M | 4.4% | |
| Vanguard 500 Index Fund Adm | — | — | — | $1.0M | 4.2% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2035 Portfolio Z | — | — | — | $989K | 4.1% | |
| American Funds American Fund New Perspective R6 | — | — | — | $960K | 3.9% | |
| American Funds American Funds Am Balanced R6 | — | — | — | $845K | 3.5% | |
| Company * Self Directed Brokerage Accounts Various | — | — | — | $820K | 3.4% | |
| Voya Retirement Insurance and Annuity Voya Index Solution 2055 Portfolio Z | — | — | — | $641K | 2.6% | |
| Fidelity Total International Index Fund | — | — | — | $639K | 2.6% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2050 Portfolio Z | — | — | — | $622K | 2.6% | |
| Company * Voya Retirement Insurance and Annuity Voya Intermediate Bond Fund R6 | — | — | — | $594K | 2.4% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $568K | 2.3% | |
| Voya Retirement Insurance and Annuity Voya Fixed Account, at contract value | — | — | — | $495K | 2.0% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution Income Port Z | — | — | — | $463K | 1.9% | |
| American Funds American Funds EuroPacific Grw R6 | — | — | — | $453K | 1.9% | |
| Vanguard Small-Cap Index Fund Adm | — | — | — | $406K | 1.7% | |
| Dimensional Fund Advisors DFA Inflat-Prot Securities Port Inst | — | — | — | $309K | 1.3% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2040 Portfolio Z | — | — | — | $299K | 1.2% | |
| PIMCO Income Fund Inst | — | — | — | $287K | 1.2% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2060 Portfolio Z | — | — | — | $280K | 1.2% | |
| Company * Notes receivable from participants Interest rates of 4.25% to 9.50% | — | — | — | $256K | 1.1% | |
| Victory Capital Management Victory Sycmr Established Value F | — | — | — | $212K | 0.9% | |
| American Funds American Funds Cap Inc Builder R6 | — | — | — | $173K | 0.7% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2025 Portfolio Z | — | — | — | $164K | 0.7% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2030 Portfolio Z | — | — | — | $146K | 0.6% | |
| Invesco Diversified Dividend Fund R6 | — | — | — | $118K | 0.5% | |
| ClearBridge ClrBrg Small Cap Growth Fnd IS | — | — | — | $102K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities Port Inst | — | — | — | $97K | 0.4% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Port Inst | — | — | — | $77K | 0.3% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2065 Portfolio Z | — | — | — | $66K | 0.3% | |
| PIMCO Intl Bd Fnd Unhdg Ins | — | — | — | $57K | 0.2% | |
| PGIM High Yield Fund R6 | — | — | — | $45K | 0.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Inst | — | — | — | $44K | 0.2% | |
| Voya Retirement Insurance and Annuity Voya Gov Money Mkt Fund Holding Acct | — | — | — | $10K | <0.1% |
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