Plan Snapshot
- Plan Sponsor: Pellerin Milnor Corporation
- Sponsor EIN: 721103525
- Sponsor Address: 700 JACKSON ST, KENNER, LA, 70062
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $42.9M
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. |
|---|---|---|---|---|
| 2024 | 405 | $42.9M | $738,069 | $2.1M |
| 2023 | 391 | $38.5M | $669,589 | $1.9M |
| 2022 | 393 | $33.7M | $619,123 | $1.8M |
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 |
|---|---|---|---|---|
| LEGLUE & COMPANY CPAS | 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 | $62,660 | $33,939 | — | — | — |
| 2023 | $40,647 | $5,859 | — | $7,919 | — |
| 2022 | $43,303 | $161 | — | — | — |