Plan Snapshot
- Plan Sponsor: Irwin, Fritchie, Urquhart, Moore And Daniels, L.L.C.
- Sponsor EIN: 721484836
- Sponsor Address: 400 POYDRAS STREET, NEW ORLEANS, LA, 70130
- Plan Type: DC
- Total Participants: 99
- Total Assets: $41.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 99 | $41.7M | $1.6M | $866,426 |
| 2023 | 91 | $42.3M | $1.5M | $825,966 |
| 2022 | 88 | $36.3M | $1.8M | $855,783 |
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 |
|---|---|---|---|---|
| WEGMANN DAZET, APC | 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 | $58,703 | $62,259 | — | — | — |
| 2023 | $5,197,609 | — | $49,037 | — | — |
| 2022 | $6,851,353 | — | $64,208 | — | — |