# Dupre Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dupre-investments-inc-401k-plan

> Dupre Investments, INC.'s 401(k) plan: 1,050 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kolder-slaven-and-company-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|—|—|

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