Plan Snapshot
- Plan Sponsor: Ralph Brennan Restaurant Group, LLC
- Sponsor EIN: 721350467
- Sponsor Address: 550 BIENVILLE ST., NEW ORLEANS, LA, 70130
- Plan Type: 401(k)
- Total Participants: 413
- Total Assets: $11.8M
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 | 413 | $11.8M | $150,993 | $693,483 |
| 2023 | 286 | $9.4M | $128,211 | $543,983 |
| 2022 | 256 | $7.3M | $100,036 | $456,026 |
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 | 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 | $75,954 | — | $75,954 | — | — |
| 2023 | $56,222 | — | $56,222 | — | — |
| 2022 | $51,166 | — | $51,166 | — | — |