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Original filing (PDF)20251015105151NAL0002277619001
TECHE ACTION BOARD INC.
Form 5500
FILING_RECEIVED
TECHE ACTION BOARD INC. 401(K) PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
115
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHE ACTION BOARD INC..
Plan sponsor
Name
TECHE ACTION BOARD INC.
EIN
72-6073441
Address
1115 WEBER ST. · FRANKLIN, LA · 70538
Phone
(337) 828-2550
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
2025-10-15
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
STEPHEN M. DEROUEN & ASSOCIATES,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
30 direct securities· $8.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $1.1M | 13.7% | |
| JPMorgan US Equity Mutual Fund | — | — | — | $954K | 12.0% | |
| JPMorgan Growth Advantage Mutual Fund | — | — | — | $850K | 10.7% | |
| American Funds Bond Fund of Mutual Fund | — | — | — | $734K | 9.2% | |
| Vanguard Wellington Fund Mutual Fund | — | — | — | $667K | 8.4% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | — | — | — | $457K | 5.7% | |
| Date American Funds 2025 Target Mutual Fund | — | — | — | $372K | 4.7% | |
| American Funds New Mutual Fund | — | — | — | $328K | 4.1% | |
| Date Fidelity International Index Mutual Fund | — | — | — | $287K | 3.6% | |
| Date American Funds 2035 Target Mutual Fund | — | — | — | $282K | 3.5% | |
| Allspring Special Mid Cap Mutual Fund | — | — | — | $257K | 3.2% | |
| Date American Funds 2030 Target Mutual Fund | — | — | — | $170K | 2.1% | |
| Portfolio DFA Emerging Markets Core Mutual Fund | — | — | — | $168K | 2.1% | |
| Date American Funds 2045 Target Mutual Fund | — | — | — | $152K | 1.9% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $138K | 1.7% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $129K | 1.6% | |
| America American Funds Europacific Mutual Fund | — | — | — | $126K | 1.6% | |
| Date American Funds 2050 Target Mutual Fund | — | — | — | $119K | 1.5% | |
| Date American Funds 2055 Target Mutual Fund | — | — | — | $105K | 1.3% | |
| Equity DFA Global Real Estate Mutual Fund | — | — | — | $100K | 1.3% | |
| Participant Loans The interest rate for participant notes receivable -0- | — | — | — | $91K | 1.1% | |
| T. Rowe Price New Horizon Mutual Fund | — | — | — | $89K | 1.1% | |
| Perspective Blackrock High Yield Bond Mutual Fund | — | — | — | $82K | 1.0% | |
| Date American Funds 2040 Target Mutual Fund | — | — | — | $72K | 0.9% | |
| Hood River Small-Cap Growth Mutual Fund | — | — | — | $48K | 0.6% | |
| T. Rowe Price Spectrum Income Mutual Fund | — | — | — | $27K | 0.3% | |
| Hartford Dividend and Growth Mutual Fund | — | — | — | $26K | 0.3% | |
| JPMorgan Small Cap Value Mutual Fund | — | — | — | $25K | 0.3% | |
| Securities DFA International Value Mutual Fund | — | — | — | $14K | 0.2% | |
| American Funds 2020 Target Mutual Fund | — | — | — | $12K | 0.2% |
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