Plan Snapshot
- Plan Sponsor: D.C. Schonberg & Associates LLC
- Sponsor EIN: 161705476
- Sponsor Address: 111 VETERANS BLVD., METAIRIE, LA, 70005
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $1.3M
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 | 55 | $1.3M | $65,492 | $148,711 |
| 2023 | 161 | $2.3M | $85,068 | $192,919 |
| 2022 | 159 | $2.2M | $40,634 | $149,958 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | $21,030 | — | $21,030 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,030
- Estimated Expense Ratio: 1.588% 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 | $67,578 | $15,794 | $30,138 | $21,030 | — |
| 2023 | $64,987 | $16,766 | $26,106 | $13,898 | — |
| 2022 | $128,268 | $17,333 | $90,435 | — | $20,500 |