# D.C. Schonberg & Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/d-c-schonberg-associates-llc-401k-plan

> D.C. Schonberg & Associates LLC's 401(k) plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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