Plan Snapshot
- Plan Sponsor: Neeb Kearney & Company, INC. & Subsidiaries
- Sponsor EIN: 720372830
- Sponsor Address: 1500 L AND A ROAD, METAIRIE, LA, 70001
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $711,013
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 | 7 | $711,013 | $4,174 | $0 |
| 2023 | 7 | $1.3M | $53,324 | $141,098 |
| 2022 | 39 | $3.7M | $71,806 | $219,348 |
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 |
|---|---|---|---|---|
| PACIERA, GAUTREAU & PRIEST, 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 | $1,425 | — | $1,425 | — | — |
| 2023 | $8,145 | — | $8,145 | — | — |
| 2022 | $1,980 | — | $1,980 | — | — |