Plan Snapshot
- Plan Sponsor: Zuppardos Economical Supermarkets, LLC
- Sponsor EIN: 720394474
- Sponsor Address: 5010 VETERANS BOULEVARD, METAIRIE, LA, 70002
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $6.3M
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 | 118 | $6.3M | $381,697 | $230,156 |
| 2023 | 110 | $5.4M | $697,310 | $223,450 |
| 2022 | 105 | $6.9M | $174,570 | $197,873 |
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, LLC | Auditor | $15,543 | — | $15,543 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,543
- Estimated Expense Ratio: 0.245% 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 | $41,575 | $13,239 | — | $15,543 | — |
| 2023 | $52,820 | $24,824 | — | $6,200 | — |
| 2022 | $46,163 | — | — | — | — |