# Taylor, Wellons, Politz & Duhe LLC 401(k) Plan
Source: https://planprovider.pro/companies/taylor-wellons-politz-duhe-llc-plan-001

> Taylor, Wellons, Politz & Duhe LLC's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Taylor, Wellons, Politz & Duhe LLC

- **Sponsor EIN:** 873829912

- **Sponsor Address:** 1515 POYDRAS ST., STE 1900, NEW ORLEANS, LA, 701123767

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $24.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|129|$24.8M|$497,906|$948,121|

| 2023|143|$21.3M|$455,006|$838,964|

| 2022|112|$16.8M|$392,849|$761,621|

## 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|

| KUSHNER LAGRAIZE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KUSHNER LAGRAIZE, LLC](https://planprovider.pro/provider/kushner-lagraize-llc) — Auditor

## 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|$88,851|—|$65,338|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Adams And Reese LLP](https://planprovider.pro/companies/adams-and-reese-llp-plan-005) — 131 participants

- [Taylor, Porter, Brooks & Phillips, L.L.P.](https://planprovider.pro/companies/taylor-porter-brooks-phillips-l-l-p-plan-002) — 126 participants

- [Breazeale, Sachse & Wilson](https://planprovider.pro/companies/breazeale-sachse-wilson-401k-plan) — 133 participants

- [Deutsch Kerrigan L.L.P.](https://planprovider.pro/companies/deutsch-kerrigan-l-l-p-401k-plan) — 115 participants

- [Morris Bart, LLC](https://planprovider.pro/companies/morris-bart-llc-plan-001) — 158 participants

- [Irwin, Fritchie, Urquhart, Moore And Daniels, L.L.C.](https://planprovider.pro/companies/irwin-fritchie-urquhart-moore-llc-plan) — 99 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/taylor-wellons-politz-duhe-llc-plan-001)

© 2026 PlanProvider.Pro