Plan Snapshot
- Plan Sponsor: Adams And Reese LLP
- Sponsor EIN: 720424362
- Sponsor Address: 701 POYDRAS ST STE 4500, NEW ORLEANS, LA, 701397755
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $261.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 384 | $261.5M | $5.6M | $3.2M |
| 2023 | 343 | $231.5M | $5.3M | $3.1M |
| 2022 | 339 | $212.9M | $4.5M | $2.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BOURGEOIS BENNETT LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $174,243 | $115,955 | — | — | — |
| 2023 | $151,608 | — | $92,440 | — | — |
| 2022 | $205,888 | $205,888 | — | — | — |