Plan Snapshot
- Plan Sponsor: Stone Pigman Walther Wittmann L.L.C
- Sponsor EIN: 720354510
- Sponsor Address: 909 POYDRAS STREET, NEW ORLEANS, LA, 70112
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $91.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $91.0M | $1.2M | $837,541 |
| 2023 | 105 | $86.3M | $1.2M | $868,813 |
| 2022 | 114 | $74.2M | $1.2M | $871,621 |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $28,468 | — | $28,468 |
| WATERS PARKERSON & CO LLC | Other Service Provider | $16,542 | — | $16,542 |
| NEWEDGE ADVISORS LLC | Investment Advisor | $5,125 | — | $5,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEWEDGE ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,135
- Estimated Expense Ratio: 0.055% of plan assets
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 | $28,462 | — | — | — | — |
| 2023 | $34,345 | — | — | — | — |
| 2022 | $34,007 | — | — | — | — |