Plan Snapshot
- Plan Sponsor: M S Benbow & Associates
- Sponsor EIN: 720838753
- Sponsor Address: 3850 N. CAUSEWAY BLVD, METAIRIE, LA, 70002
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $19.2M
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 | 147 | $19.2M | $261,391 | $1.0M |
| 2023 | 121 | $15.5M | $201,348 | $858,445 |
| 2022 | 105 | $12.4M | $158,777 | $796,652 |
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 |
|---|---|---|---|---|
| WEGMANN DAZET, APC | 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 | $5,106 | — | $5,106 | — | — |
| 2023 | $4,573 | — | $4,573 | — | — |
| 2022 | $7,687 | — | $7,687 | — | — |