# Latter & Blum Holding, LLC 401(k) Plan
Source: https://planprovider.pro/companies/latter-blum-holding-llc-401k-plan

> Latter & Blum Holding, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|—|—|

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