Plan Snapshot
- Plan Sponsor: Parish Management Consultants LLC
- Sponsor EIN: 043690711
- Sponsor Address: 3900 N. CAUSEWAY BLVD, METAIRIE, LA, 70002
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $32.9M
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. |
|---|---|---|---|---|
| 2023 | 27 | $32.9M | $115,115 | $541,880 |
| 2022 | 163 | $38.6M | $398,509 | $908,949 |
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 |
|---|---|---|---|---|
| E.K. LOZANO & COMPANY | 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 |
|---|---|---|---|---|---|
| 2023 | $39,360 | — | $23,404 | — | — |
| 2022 | $103,167 | — | — | — | — |