Plan Snapshot
- Plan Sponsor: Audubon Engineering Company, L.L.C.
- Sponsor EIN: 721387543
- Sponsor Address: 111 VETERANS BLVD., SUITE 1200, METAIRIE, LA, 70005
- Plan Type: 401(k)
- Total Participants: 1,252
- Total Assets: $111.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,252 | $111.3M | $4.4M | $9.6M |
| 2023 | 950 | $92.0M | $3.8M | $8.4M |
| 2022 | 759 | $73.1M | $2.8M | $6.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $101,950 | — | $101,950 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $60,681 | — | $60,681 |
| CAPFINANCIAL PARTNERS LLC | Investment Advisor | $39,976 | — | $39,976 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,607
- Estimated Expense Ratio: 0.182% of plan assets
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 | $205,425 | $100,657 | — | $2,818 | — |
| 2023 | $165,378 | $81,683 | $300 | — | — |
| 2022 | $163,868 | $36,729 | — | — | — |