Plan Snapshot
- Plan Sponsor: Advantage Capital Management Corporation
- Sponsor EIN: 721262990
- Sponsor Address: 909 POYDRAS STREET SUITE 2230, NEW ORLEANS, LA, 70112
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $49.0M
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 | 197 | $49.0M | $1.2M | $2.4M |
| 2023 | 146 | $40.1M | $994,627 | $2.0M |
| 2022 | 129 | $32.0M | $830,981 | $1.6M |
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 |
|---|---|---|---|---|
| LAPORTE CPA & BUSINESS ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPORTE CPA & BUSINESS ADVISORS — Auditor
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 | $115,803 | $71,427 | — | — | — |
| 2023 | $89,692 | $55,298 | — | — | — |
| 2022 | $82,869 | — | $82,869 | — | — |