Plan Snapshot
- Plan Sponsor: Galloway, Johnson, Tompkins, Burr & Smith
- Sponsor EIN: 721089568
- Sponsor Address: ONE SHELL SQUARE 701 POYDRAS STREET, NEW ORLEANS, LA, 70139
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $35.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 274 | $35.2M | $682,728 | $1.5M |
| 2023 | 266 | $30.3M | $746,944 | $1.3M |
| 2022 | 267 | $24.9M | $731,467 | $1.2M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $91,076 | $35,000 | $36,224 | — | — |
| 2023 | $77,285 | $35,000 | $26,652 | — | — |
| 2022 | $82,019 | $36,500 | $45,519 | — | — |