Sher Garner Cahill Richter Klein & Hilbert, LLC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sher Garner Cahill Richter Klein & Hilbert, LLC.
  • Sponsor EIN: 721435271
  • Sponsor Address: 909 POYDRAS STREET, SUITE 2800, NEW ORLEANS, LA, 70112
  • Plan Type: 401(k)
  • Total Participants: 76
  • Total Assets: $72.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202476$72.4M$1.0M$880,772
202379$72.2M$1.2M$930,205
202286$61.6M$1.3M$1.1M

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