Plan Snapshot
- Plan Sponsor: E.D. & F. Man Holdings, INC.
- Sponsor EIN: 134101062
- Sponsor Address: 365 CANAL ST, SUITE 2929, NEW ORLEANS, LA, 70130
- Plan Type: 401(k)
- Total Participants: 502
- Total Assets: $117.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 502 | $117.0M | $2.7M | $2.4M |
| 2023 | 512 | $109.6M | $2.6M | $2.4M |
| 2022 | 754 | $112.5M | $5.8M | $6.2M |
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 |
|---|---|---|---|---|
| POLSINELLI | CONSULTANT | $24,240 | — | $24,240 |
| EISNERAMPER LLP | ACCOUNTANT | $10,900 | — | $10,900 |
| EISNERAMPER | Auditor | $10,900 | — | $10,900 |
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $8,425 | — | $8,425 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — ACCOUNTANT
- EISNERAMPER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,465
- Estimated Expense Ratio: 0.047% 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 | $43,565 | $24,240 | — | $10,900 | — |
| 2023 | $30,313 | $9,663 | — | $10,900 | — |
| 2022 | $27,655 | — | — | — | — |