Plan Snapshot
- Plan Sponsor: Emr (Usa Holdings) INC.
- Sponsor EIN: 141976472
- Sponsor Address: 3636 S I-10 SERVICE ROAD W,, METAIRIE, LA, 70001
- Plan Type: 401(k)
- Total Participants: 1,673
- Total Assets: $84.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,673 | $84.9M | $3.2M | $5.3M |
| 2023 | 1,721 | $74.2M | $2.9M | $4.9M |
| 2022 | 1,691 | $61.2M | $2.6M | $4.4M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
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 | $251,218 | $174,663 | — | — | — |
| 2023 | $222,035 | $150,818 | — | — | — |
| 2022 | $204,528 | — | — | — | — |