Plan Snapshot
- Plan Sponsor: Chaffe Mccall, L.L.P.
- Sponsor EIN: 720476169
- Sponsor Address: 2300 ENERGY CENTRE, NEW ORLEANS, LA, 70163
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $46.2M
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 | 75 | $46.2M | $381,517 | $1.1M |
| 2023 | 68 | $40.7M | $360,777 | $1.0M |
| 2022 | 68 | $34.3M | $331,420 | $1.0M |
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 |
|---|---|---|---|---|
| HANCOCK WHITNEY | Other Service Provider | $56,458 | — | $56,458 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $32,020 | — | $32,020 |
| HEARD MCELROY & VESTAL | Other Service Provider | $9,709 | — | $9,709 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,187
- Estimated Expense Ratio: 0.212% 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 | $3,441,755 | — | $98,429 | — | — |
| 2023 | $1,590,262 | — | $92,580 | — | — |
| 2022 | $602,994 | — | $62,033 | — | — |