Plan Snapshot
- Plan Sponsor: Adriatic Marine, L.L.C.
- Sponsor EIN: 261162108
- Sponsor Address: 201 RACELAND STREET, RACELAND, LA, 70394
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 135 | $4.3M | $327,903 | $676,039 |
| 2023 | 122 | $3.3M | $309,114 | $569,807 |
| 2022 | 102 | $2.3M | $224,058 | $420,900 |
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 |
|---|---|---|---|---|
| WEGMANN DAZET, APC | 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 | $17,828 | $8,157 | $9,671 | — | — |
| 2023 | $11,153 | $5,678 | $5,475 | — | — |
| 2022 | $12,704 | — | $12,704 | — | — |