Plan Snapshot
- Plan Sponsor: New Orleans & Company
- Sponsor EIN: 720540607
- Sponsor Address: 2020 ST CHARLES AVENUE, NEW ORLEANS, LA, 701305319
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $14.1M
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 | 103 | $14.1M | $393,207 | $769,032 |
| 2023 | 102 | $13.5M | $350,503 | $689,133 |
| 2022 | 92 | $11.3M | $290,754 | $587,102 |
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 |
|---|---|---|---|---|
| LAPORTE CPAS & BUSINESS ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPORTE CPAS & BUSINESS ADVISORS — 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 | $60,486 | — | $60,486 | — | — |
| 2023 | $52,828 | — | $52,828 | — | — |
| 2022 | $48,742 | — | $48,742 | — | — |