Plan Snapshot
- Plan Sponsor: Dickie Brennan And Company, L.L.C.
- Sponsor EIN: 455611579
- Sponsor Address: 605 CANAL STREET, NEW ORLEANS, LA, 701302307
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 208 | $5.2M | $112,583 | $296,696 |
| 2023 | 187 | $5.8M | $92,656 | $268,731 |
| 2022 | 152 | $6.0M | $92,176 | $233,701 |
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 |
|---|---|---|---|---|
| LAPORTE, APAC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPORTE, APAC — Auditor
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 | $53,807 | $1,192 | $49,465 | — | — |
| 2023 | $52,284 | $1,124 | $46,860 | — | — |
| 2022 | $38,329 | — | — | — | $38,329 |