Plan Snapshot
- Plan Sponsor: Mcglinchey Stafford, PLLC
- Sponsor EIN: 720788124
- Sponsor Address: 601 POYDRAS ST., NEW ORLEANS, LA, 70130
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $121.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 299 | $121.7M | $934,462 | $3.5M |
| 2023 | 303 | $133.4M | $910,269 | $3.2M |
| 2022 | 258 | $121.3M | $813,172 | $2.7M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $64,223 | $59,783 | — | — | — |
| 2023 | $67,336 | $63,136 | — | — | — |
| 2022 | $66,474 | $54,685 | — | — | — |