Plan Snapshot
- Plan Sponsor: Woodward Design + Build, LLC
- Sponsor EIN: 720355450
- Sponsor Address: 1000 S. NORMAN C FRANCIS PARKWAY, NEW ORLEANS, LA, 701251219
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $26.4M
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 | 177 | $26.4M | $413,640 | $1.1M |
| 2023 | 175 | $23.8M | $379,966 | $1.0M |
| 2022 | 195 | $20.7M | $454,531 | $1.2M |
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 |
|---|---|---|---|---|
| DUPLANTIER, HRAPMANN, HOGAN & MAHER | 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 | $81,503 | $30,800 | $19,901 | — | — |
| 2023 | $73,913 | $26,541 | $20,660 | — | — |
| 2022 | $72,240 | $26,921 | $17,524 | — | $27,795 |