Plan Snapshot
- Plan Sponsor: Liskow And Lewis, Aplc
- Sponsor EIN: 721134245
- Sponsor Address: 701 POYDRAS ST., SUITE 5000, NEW ORLEANS, LA, 701395099
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $159.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 193 | $159.7M | $3.3M | $2.3M |
| 2023 | 193 | $146.3M | $3.2M | $2.3M |
| 2022 | 190 | $134.5M | $3.1M | $2.1M |
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 | — | — | $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 | $29,001 | — | — | — | — |
| 2023 | $22,053 | — | $10,322 | — | — |
| 2022 | $40,356 | — | — | — | — |