Plan Snapshot
- Plan Sponsor: Deutsch Kerrigan L.L.P.
- Sponsor EIN: 720929299
- Sponsor Address: 755 MAGAZINE STREET, NEW ORLEANS, LA, 70130
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $46.7M
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 | 115 | $46.7M | $396,569 | $585,444 |
| 2023 | 107 | $39.8M | $372,445 | $683,515 |
| 2022 | 104 | $33.1M | $283,119 | $659,014 |
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 |
|---|---|---|---|---|
| JACKSON LEWIS | ERISA Attorney | $13,261 | — | $13,261 |
| RAYMOND JAMES AND ASSOCIATES INC | Investment Advisor | $8,750 | — | $8,750 |
| AMERIPRISE FINANCIAL SERVICES INC | Investment Advisor | $6,187 | — | $6,187 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES AND ASSOCIATES INC — Investment Advisor
- AMERIPRISE FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,198
- Estimated Expense Ratio: 0.060% 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 | $16,098 | $19,625 | — | — | — |
| 2023 | $12,330 | $21,342 | — | — | — |
| 2022 | $28,351 | — | — | — | — |