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Original filing (PDF)20250827131848NAL0004997091001
LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC
Form 5500
FILING_RECEIVED
LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
245
Accounts w/ balance
327
Plan assets (EOY)
$52.2M
Net assets (EOY)
$52.2M
How this plan invests
This plan
58 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC.
Plan sponsor
Name
LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC
EIN
72-1350748
Address
500 RUE DE LA VIE, ST. 100 · BATON ROUGE, LA · 70817
Phone
(225) 201-2000
Industry
Offices of Physicians· 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
2025-08-27
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAPORTE, APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORD KEEPER | $4K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS, LLC | 36-3258176 | — | ADVISOR | $30K | — |
| PROACCOUNT | 73-0988442 | — | INVEST. ADVISORY PART. | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION | — | BATON ROUGE, LA | TPA | $51K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS | 84-0858799 | — | NONE | $28K | — |
Investments
58 direct securities· $50.3M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Borrower, Lessor, Description of Investment Current Interest or Similar Party Including Share Balance Cost Value Investments, at Fair Value Unitized Mutual Funds Nuveen Lifecycle Index 2040 Fund Class R6 4,591,987.4609 units | — | — | — | $8.3M | 16.0% | |
| Nuveen Lifecycle Index 2030 Fund Class R6 3,897,209.6606 units | — | — | — | $6.4M | 12.2% | |
| Nuveen Lifecycle Index 2045 Fund Class R6 3,103,678.4528 units | — | — | — | $5.9M | 11.3% | |
| Nuveen Lifecycle Index 2020 Fund Class R6 3,899,063.6569 units | — | — | — | $5.8M | 11.2% | |
| Nuveen 500 Index Fund Admiral Shares 1,771,100.3168 units | — | — | — | $4.3M | 8.3% | |
| Vanguard Lifecycle Index 2035 Fund Class R6 1,791,938.9803 units | — | — | — | $3.1M | 5.9% | |
| Nuveen Lifecycle Index 2025 Fund Class R6 1,753,402.0092 units | — | — | — | $2.7M | 5.2% | |
| Vanguard Total Stock Market Index Fund Admiral Shares 1,152,743.4467 units | — | — | — | $2.7M | 5.2% | |
| Nuveen Lifecycle Index 2050 Fund Class R6 1,015,646.1365 units | — | — | — | $1.9M | 3.7% | |
| Nuveen Lifecycle Index 2055 Fund Class R6 770,282.6614 units | — | — | — | $1.5M | 2.8% | |
| Self-Directed Brokerage Accounts | — | — | — | $1.4M | 2.7% | |
| Alliance Bernstein Large Cap Growth Fund Class I 340,389.0485 units | — | — | — | $938K | 1.8% | |
| PIMCO Income Fund Institutional Class 657,294.7261 units | — | — | — | $801K | 1.5% | |
| Participants Loans (Interest Rates of 9.50%-10.50%) | — | — | — | $472K | 0.9% | |
| JPMorgan Equity Income Fund Class R5 225,967.2936 units | — | — | — | $429K | 0.8% | |
| Alliance Bernstein Small Cap Growth Advisor Fund 187,026.9734 units | — | — | — | $343K | 0.7% | |
| PIMCO StockPLUS International Fund 229,222.2584 units | — | — | — | $326K | 0.6% | |
| Vanguard Federal Money Market Investor 303,884.6442 units | — | — | — | $324K | 0.6% | |
| MFS Mid Cap Growth Fund Class R6 243,542.0269 units | — | — | — | $324K | 0.6% | |
| Vanguard Target Retirement 2030 Fund 205,265.6022 units | — | — | — | $312K | 0.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 198,387.9132 units | — | — | — | $209K | 0.4% | |
| Nuveen Lifecycle Index 2060 Fund Institutional Class 96,028.5531 units | — | — | — | $187K | 0.4% | |
| Nuveen 500 Index Fund 69,179.9971 units | — | — | — | $173K | 0.3% | |
| Frost Total Return Bond Fund Class Institutional 117,038.4787 units | — | — | — | $125K | 0.2% | |
| Investments, at Contract Value * Nationwide Fixed Select Option | — | — | — | $107K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares 79,097.9260 units | — | — | — | $101K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 50,739.1902 units | — | — | — | $96K | 0.2% | |
| Pioneer Global Sustainable Equity Class Y 59,399.3748 units | — | — | — | $87K | 0.2% | |
| PGIM High Yield Bond Portfolio Class K 60,510.5205 units | — | — | — | $85K | 0.2% | |
| Vanguard Small Cap Value Index Fund Admiral Shares 42,833.5465 units | — | — | — | $80K | 0.2% | |
| Neuberger Brman Genesis Class R6 68,642.4132 units | — | — | — | $77K | 0.1% | |
| Janus Henderson Enterprise Class N 60,307.7075 units | — | — | — | $72K | 0.1% | |
| Allspring Mid Cap Value Institutional Class 36,576.5526 units | — | — | — | $70K | 0.1% | |
| Fidelity Equity Growth Class I 18,540.8591 units | — | — | — | $48K | <0.1% | |
| Nuveen Lifecycle Index 2015 Fund Class R6 28,847.7893 units | — | — | — | $42K | <0.1% | |
| Vanguard Growth Index Admiral Shares 11,077.0386 units | — | — | — | $34K | <0.1% | |
| Fidelity International Index Fund 20,128.0107 units | — | — | — | $28K | <0.1% | |
| Dodge & Cox International Stock Fund Class I 21,783.0507 units | — | — | — | $28K | <0.1% | |
| Goldman Sachs GQC Partners International Opportunities Fund Class R6 22,808.9908 units | — | — | — | $27K | <0.1% | |
| Money Market Money Market Obligations Trust - Federated Government Obligations Fund | — | — | — | $26K | <0.1% | |
| Nationwide Loomis All Cap Growth Fund R6 10,367.2993 units | — | — | — | $25K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund Class R6 19,328.7641 units | — | — | — | $25K | <0.1% | |
| Avantis U.S. Large Cap Value Fund 18,122.5216 units | — | — | — | $24K | <0.1% | |
| JPMorgan Large Cap Growth Fund Class R6 13,762.8013 units | — | — | — | $22K | <0.1% | |
| Avantis Emergin Markets Equity Fund Institutional Shares 20,303.5607 units | — | — | — | $21K | <0.1% | |
| JPMorgan Core Bond Class R6 16,415.3405 units | — | — | — | $17K | <0.1% | |
| PGIM Total Return Bond Class R6 12,663.4147 units | — | — | — | $14K | <0.1% | |
| Diamond Hill Mid Cap Fund Class I 7,323.2642 units | — | — | — | $14K | <0.1% | |
| Principal Global Real Estate Securities Fund Class R6 16,117.0953 units | — | — | — | $14K | <0.1% | |
| Vanguard Small Cap Index Fund Admiral Shares 6,670.5789 units | — | — | — | $12K | <0.1% | |
| Legal & General Commodity Strategy Fund Institutional Shares 10,541.8743 units | — | — | — | $11K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund Institutional Class 7,097.3804 units | — | — | — | $10K | <0.1% | |
| PIMCO Real Return Fund Institutional Class 6,101.0314 units | — | — | — | $7K | <0.1% | |
| Blackrock High Yield Bond Portfolio Class K 5,201.1393 units | — | — | — | $7K | <0.1% | |
| Vanguard Explorer Fund Admiral Shares 3,494.2039 units | — | — | — | $7K | <0.1% | |
| Avantis U.S. Small Cap Value Institutional Fund 4,871.4508 units | — | — | — | $7K | <0.1% | |
| FIdelity U.S. Bond Index Fund 3,689.4199 units | — | — | — | $4K | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund Institutional Class 2,471.5938 units | — | — | — | $3K | <0.1% |