Plan Snapshot
- Plan Sponsor: Latter & Blum Holding, LLC
- Sponsor EIN: 204040237
- Sponsor Address: 430 NOTRE DAME ST., NEW ORLEANS, LA, 70130
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $0 | $5,813 | $126,031 |
| 2023 | 104 | $6.5M | $16,347 | $334,785 |
| 2022 | 132 | $5.6M | $17,856 | $361,288 |
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 |
|---|---|---|---|---|
| POSTLETHWAITE & NETTERVILLE | 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 | $7,194,632 | — | $18,726 | — | — |
| 2023 | $408,954 | — | $37,285 | — | — |
| 2022 | $23,466 | — | — | — | — |