Plan Snapshot
- Plan Sponsor: Rampart/Wurth Holding, INC.
- Sponsor EIN: 742530031
- Sponsor Address: 5557 CANAL BOULEVARD, NEW ORLEANS, LA, 70124
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $4.5M
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 | 223 | $4.5M | $48,819 | $325,243 |
| 2023 | 218 | $4.6M | $59,244 | $334,192 |
| 2022 | 302 | $3.9M | $67,017 | $345,963 |
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 |
|---|---|---|---|---|
| HEARD, MCELROY & VESTAL, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEARD, MCELROY & VESTAL, LLC — 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 | $5,772 | — | $5,772 | — | — |
| 2023 | $3,605 | — | $3,605 | — | — |
| 2022 | $2,605 | — | — | — | — |