· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PROVOST, SALTER, HARPER, & ALFORD, LLC — PROVOST, SALTER, HARPER, & ALFORD, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240717074134NAL0006777504001
PROVOST, SALTER, HARPER, & ALFORD, LLC
Form 5500-SF
FILING_RECEIVED
PROVOST, SALTER, HARPER, & ALFORD, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
19
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PROVOST, SALTER, HARPER, & ALFORD, LLC
.
Find decision makers
Plan sponsor
Name
PROVOST, SALTER, HARPER, & ALFORD, LLC
EIN
72-1329170
Address
8550 UNITED PLAZA BLVD. · SUITE 600 · BATON ROUGE, LA · 70809
Phone
(225) 924-1772
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
BJM EMPLOYER INC.
BJM EMPLOYER INC. 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 33 participants
BENTON, SAFRANSKI & CO. LLP
BENTON, SAFRANSKI & CO. LLP 401(K) PROFIT SHARING PLAN
$1.9M · 10 participants
ANTHONY CROWE, CPA, P.C.
ANTHONY CROWE, CPA, P.C. 401(K) PROFIT SHARING PLAN
$1.9M · 3 participants
HINRICHER & COUSINO, LLP
HINRICHER & COUSINO LLP 401(K) PROFIT SHARING PLAN
$1.9M · 7 participants
MACMILLAN & STANLEY, PLLC
MACMILLAN & STANLEY, PLLC PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 4 participants
TRAVIS TERRY & COMPANY PC
TRAVIS TERRY & COMPANY PC 401(K) PLAN
$1.9M · 28 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
