Plan Snapshot
- Plan Sponsor: Jones Walker LLP
- Sponsor EIN: 720445111
- Sponsor Address: 201 ST CHARLES AVENUE, NEW ORLEANS, LA, 70170
- Plan Type: 401(k)
- Total Participants: 646
- Total Assets: $474.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 646 | $474.3M | $8.6M | $7.0M |
| 2023 | 629 | $425.7M | $8.1M | $7.0M |
| 2022 | 630 | $351.7M | $7.8M | $6.4M |
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 |
|---|---|---|---|---|
| BOURGEOIS BENNETT LLC | Auditor | $16,250 | — | $16,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,250
- Estimated Expense Ratio: 0.003% 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 | $147,656 | — | — | $16,250 | — |
| 2023 | $148,704 | — | — | $16,350 | — |
| 2022 | $148,900 | $64,790 | — | — | $26,850 |