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Original filing (PDF)20251007093435NAL0002549507001
LOUISIANA SUGAR REFINING, LLC
Form 5500
FILING_RECEIVED
LOUISIANA SUGAR REFINING, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
205
Accounts w/ balance
190
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
32 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 70% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOUISIANA SUGAR REFINING, LLC.
Plan sponsor
Name
LOUISIANA SUGAR REFINING, LLC
EIN
80-0489077
Address
1230 SOUTH 5TH ST · GRAMERCY, LA · 70052
Phone
(225) 869-4551
Industry
Manufacturingsee 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
2025-10-07
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
EISNERAMPER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS,L | 13-3689044 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN INVESMENT PLANNING INC | 23-1702591 | — | INVESTMENT ADVISORY | $20K | — |
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | — | INVESTMENT ADVISORY | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMA SERVICES, INC | 15-0868034 | — | THIRD PARTY ADMINISTRATO | $4K | — |
Investments
32 pooled funds· $16.0M(98% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS TRGT DATE RET 2040 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $2.0M | 12.1% | |
| AMERICAN FUNDS TRGT DATE RET 2030 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $1.6M | 9.8% | |
| VANGUARD 500 INDEX ADMIRAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $1.5M | 9.2% | |
| AMERICAN FUNDS TRGT DATE RET 2020 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $995K | 6.1% | |
| LOAN FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $863K | 5.3% | |
| AMERICAN FUNDS TRGT DATE RET 2050 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $837K | 5.1% | |
| LARGE CAP GROWTH IV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $813K | 5.0% | |
| PIONEER BOND Y TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $566K | 3.5% | |
| AMERICAN FUNDS TRGT DATE RET 2035 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $564K | 3.5% | |
| COLUMBIA DIVIDEND INCOME INSTL3 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $522K | 3.2% | |
| VANGUARD DVLP MRKTS INDX ADMRL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $506K | 3.1% | |
| AB LARGE CAP GROWTH I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $471K | 2.9% | |
| MFS INTERNATIONAL GROWTH R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $395K | 2.4% | |
| PIMCO INCOME INSTL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $386K | 2.4% | |
| AMERICAN FUNDS TRGT DATE RET 2060 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $369K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $350K | 2.2% | |
| AB SMALL CAP GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $350K | 2.1% | |
| AMERICAN FUNDS TRGT DATE RET 2055 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $327K | 2.0% | |
| AMERICAN CENTURY MID CAP VALUE R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $318K | 2.0% | |
| DFA REAL ESTATE SECURITIES I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $286K | 1.8% | |
| AMERICAN FUNDS TRGT DATE RET 2025 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $259K | 1.6% | |
| AB RELATIVE VALUE I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $248K | 1.5% | |
| AM FUNDS NEW WORLD R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $225K | 1.4% | |
| VANGUARD MID CAP INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $218K | 1.3% | |
| AMERICAN FUNDS TRGT DATE RET 2045 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $175K | 1.1% | |
| AM FUNDS 2065 TARGET RETIREMENT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $166K | 1.0% | |
| DFA US TARGETED VALUE I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $161K | 1.0% | |
| JP MORGAN MID CAP GROWTH R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $160K | 1.0% | |
| AB GLOBAL BOND I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $154K | 0.9% | |
| AMERICAN FUNDS TRGT DATE RET 2015 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $144K | 0.9% | |
| NUVEEN INFLATION-LINKED BOND I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $86K | 0.5% | |
| AMERICAN FUNDS TRGT DATE RET 2010 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $28K | 0.2% |
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