Plan Snapshot
- Plan Sponsor: Morris Bart, LLC
- Sponsor EIN: 721227778
- Sponsor Address: 601 POYDRAS ST., 24TH FLOOR, NEW ORLEANS, LA, 70130
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 158 | $15.9M | $0 | $814,533 |
| 2023 | 145 | $13.5M | $0 | $790,484 |
| 2022 | 146 | $10.9M | $0 | $793,405 |
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 |
|---|---|---|---|---|
| KUSHNER LAGRAIZE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUSHNER LAGRAIZE, 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 | $65,469 | — | $4,144 | — | — |
| 2023 | $50,489 | $48,743 | $1,746 | — | — |
| 2022 | $50,544 | $47,585 | $2,959 | — | — |