Plan Snapshot
- Plan Sponsor: Dupre Investments, INC.
- Sponsor EIN: 721088545
- Sponsor Address: 201 ENERGY PARKWAY, SUITE 500, LAFAYETTE, LA, 70508
- Plan Type: 401(k)
- Total Participants: 1,050
- Total Assets: $39.3M
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 | 1,050 | $39.3M | $517,079 | $2.7M |
| 2023 | 1,166 | $33.8M | $514,105 | $2.6M |
| 2022 | 1,183 | $28.6M | $557,098 | $2.7M |
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 |
|---|---|---|---|---|
| KOLDER, SLAVEN, & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOLDER, SLAVEN, & CO., LLC — 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 | $26,155 | — | $26,155 | — | — |
| 2023 | $27,067 | — | $27,067 | — | — |
| 2022 | $27,203 | — | $27,203 | — | — |