Plan Snapshot
- Plan Sponsor: Porteous, Hainkel & Johnson, LLP
- Sponsor EIN: 720374285
- Sponsor Address: 704 CARONDELET STREET, NEW ORLEANS, LA, 70130
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 91 | $24.0M | $669,112 | $546,408 |
| 2023 | 85 | $22.2M | $598,010 | $537,593 |
| 2022 | 77 | $22.3M | $585,595 | $492,173 |
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 |
|---|---|---|---|---|
| BOURGEOIS BENNETT 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 | $34,492 | $1,585 | $26,075 | — | — |
| 2023 | $46,757 | $2,140 | $37,937 | — | — |
| 2022 | $50,051 | $1,778 | — | — | $41,377 |