Plan Snapshot
- Plan Sponsor: Dwight W. Andrus Real Estate, L.L.C.
- Sponsor EIN: 721311212
- Sponsor Address: 500 DOVER BLVD STE 110, LAFAYETTE, LA, 705035000
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $4.4M
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. |
|---|---|---|---|---|
| 2023 | 1 | $4.4M | $43,188 | $100,850 |
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 |
|---|---|---|---|---|
| ROBERT W. POWELL & ASSOC., INC. | Other Service Provider | $5,376 | — | $5,376 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,376
- Estimated Expense Ratio: 0.123% 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 |
|---|---|---|---|---|---|
| 2023 | $3,673,034 | — | $8,811 | — | — |