Original filing (PDF)20250718102838NAL0001585601003

LOUISIANA HORSEMENS PENSION TRUST

Name: LOUISIANA HORSEMENS PENSION TRUST — LOUISIANA HORSEMENS PENSION PLAN, Form 5500 (2024)
Creator: LOUISIANA HORSEMENS PENSION TRUST

Form 5500

FILING_RECEIVED

LOUISIANA HORSEMENS PENSION PLAN

Defined-contribution retirement plan

Signals · 3

42% employer stock~271 bps in Sched C feesNo recordkeeper disclosed

Active participants

173

Accounts w/ balance

—

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.1M

How this plan invests

This plan

60 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (3rd percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOUISIANA HORSEMENS PENSION TRUST.

Plan sponsor

Name

LOUISIANA HORSEMENS PENSION TRUST

EIN

72-6154124

Address

1535 GENTILLY BLVD · ATTN. ED FENASCI · NEW ORLEANS, LA · 701192215

Phone

(504) 945-1555

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

LOUISIANA HORSEMENS PENSION TRUST

EIN

72-6154124

City

NEW ORLEANS, LA

Phone

(504) 945-1555

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

RICHARD CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HBPA	72-1256213	NEW ORLEANS, LA	—	$70K	—
ERICKSEN KRENTEL,LLP	72-0549733	NEW ORLEANS, LA	—	$35K	—
RICHARD CPAS	82-2560183	METAIRIE, LA	—	$15K	—

Investments

60 direct securities· $3.5M(78% of reported assets)

Other securities

$1.6M

20 holdings

Common Stock

$1.6M

38 holdings

U.S. Treasuries

$248K

2 holdings

					% of plan
BMW Bank Maturity date of September 20, 2028	Other securities	—	$245K	$243K	5.5%
Goldman Sachs Bank Maturity date of October 6, 2026	Other securities	—	$200K	$190K	4.3%
Agency Head Name: Edwin Fenasci, Executive Director Purpose Amount Salary	Other securities	—	—	$150K	3.4%
Apple Inc 592 shares	Common Stock	—	$16K	$148K	3.4%
State Bank of India Maturity date of June 10, 2025	Other securities	—	$150K	$148K	3.4%
U.S. Treasury Note Maturity date of October 31, 2029	U.S. Treasuries	—	$150K	$147K	3.3%
Wells Fargo Bank Maturity date of December 27, 2027	Other securities	—	$145K	$146K	3.3%
Microsoft Corp 325 shares	Common Stock	—	$74K	$137K	3.1%
Nvidia 936 shares	Other securities	—	$32K	$126K	2.9%
UBS Bank Maturity date of December 21, 2027	Other securities	—	$125K	$125K	2.8%
Valley National Bank Maturity date of December 9, 2027	U.S. Treasuries	—	$100K	$100K	2.3%
Investments Certificates of deposit State Bank of India Maturity date of April 29, 2025	Other securities	—	$100K	$99K	2.2%
Capital One Maturity date of November 24, 2025	Other securities	—	$100K	$97K	2.2%
Synchrony Bank Maturity date of November 30, 2026	Other securities	—	$100K	$95K	2.2%
Alphabet Inc 421 shares	Common Stock	—	$33K	$80K	1.8%
JPMorgan Chase & Co 260 shares	Common Stock	—	$18K	$62K	1.4%
VISA Inc Class A Shares 188 shares	Common Stock	—	$38K	$59K	1.3%
Amazon com Inc 263 shares	Common Stock	—	$24K	$58K	1.3%
Walmart Inc 635 shares	Common Stock	—	$30K	$57K	1.3%
COSTCO Wholesale 62 shares	Other securities	—	$21K	$57K	1.3%
BROADCOM Inc 233 shares	Common Stock	—	$20K	$54K	1.2%
Parker Hannifin Corp 81 shares	Common Stock	—	$23K	$52K	1.2%
Boston Scientific Corp 545 shares	Common Stock	—	$27K	$49K	1.1%
Blackrock Inc 46 shares	Common Stock	—	$33K	$47K	1.1%
S&P Global Inc 90 shares	Common Stock	—	$38K	$45K	1.0%
EXXON Mobil Corp 394 shares	Common Stock	—	$45K	$42K	1.0%
ServiceNow Inc 39 shares	Common Stock	—	$21K	$41K	0.9%
Investments (continued) Common stocks Kinder Morgan Inc 9 shares 247 Abbvie Inc 216 shares	Common Stock	—	$41K	$38K	0.9%
Netflix Com Inc 43 shares	Common Stock	—	$18K	$38K	0.9%
Amphenol Corp CL A New 540 shares	Common Stock	—	$26K	$38K	0.9%
Home Depot Inc 95 shares	Common Stock	—	$28K	$37K	0.8%
Procter & Gamble Co 218 shares	Common Stock	—	$35K	$37K	0.8%
Progressive Crp Ohio 144 shares	Other securities	—	$16K	$35K	0.8%
Tesla Inc 84 shares	Common Stock	—	$16K	$34K	0.8%
Hilton Worldwide 125 shares	Other securities	—	$13K	$31K	0.7%
ELI LILLY & CO 40 shares	Common Stock	—	$17K	$31K	0.7%
ENTERGY Corp 404 shares	Common Stock	—	$26K	$31K	0.7%
Ross Stores Inc Com 196 shares	Common Stock	—	$26K	$30K	0.7%
Palo Alto Networks Inc 162 shares	Common Stock	—	$17K	$29K	0.7%
Johnson Controls Inter 362 shares	Other securities	—	$28K	$29K	0.6%
Howmet Aerospace Inc 242 shares	Common Stock	—	$14K	$26K	0.6%
Zoetis Inc 162 shares	Common Stock	—	$23K	$26K	0.6%
Welltower Inc 208 shares	Common Stock	—	$17K	$26K	0.6%
McDonalds Corp 90 shares	Common Stock	—	$25K	$26K	0.6%
West Digital Corp Del 432 shares	Common Stock	—	$28K	$26K	0.6%
Ferrari NV 60 shares	Common Stock	—	$18K	$25K	0.6%
Intercontinental 168 shares	Other securities	—	$26K	$25K	0.6%
Prologis Inc 229 shares	Common Stock	—	$23K	$24K	0.5%
United Rentals Inc 33 shares	Common Stock	—	$16K	$23K	0.5%
Martin Marietta Matls 38 shares	Other securities	—	$23K	$20K	0.4%