Plan Snapshot
- Plan Sponsor: Darnall, Sikes & Frederick
- Sponsor EIN: 720738838
- Sponsor Address: 2000 KALISTE SALOOM RD., STE. 300, LAFAYETTE, LA, 70508
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $27.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $27.1M | $252,104 | $1.1M |
| 2023 | 126 | $23.4M | $213,067 | $955,248 |
| 2022 | 133 | $19.6M | $196,900 | $851,690 |
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 |
|---|---|---|---|---|
| OESTRIECHER & COMPANY | Auditor | — | — | $0 |
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 | $78,938 | $44,554 | $34,084 | — | — |
| 2023 | $62,944 | $38,208 | $24,418 | — | — |
| 2022 | $60,951 | $38,511 | $22,199 | — | — |