Plan Ledger DOL Form 5500 · updated monthly

Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.401(k)

IRWIN, FRITCHIE, URQUHART, MOORE AND DANIELS, L.L.C. RETIREMENT PLAN · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. reported $58,703 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $16,297 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 148th-largest of 884 plans among Louisiana employers on file, and the 3,202nd of 11,654 in professional & technical services. In 2024, the employer put in $1.86 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$41,714,168
Participants with balances115
Active participants99
Employer contributions$1,613,380
Employee contributions$866,426
Employer contribution per active participant$16,297
Average account balance$362,732
Benefits paid to participants$9,093,805
Plan auditUnmodified (clean) audit opinion
AuditorWEGMANN DAZET, APC
Administrative expenses, itemized · 2024
Investment management$62,259
Total administrative$58,703
The Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. 401(k) match · 2024
Employer contribution per active participant$16,297
Median for plans this size$2,416

Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
HANCOCK WHITNEY BANK · Investment advisory (plan)$62,259
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$58,703 · 0.14%
Similar plansProfessional & Technical Services · Louisiana
Levingston Group, LLC LA$46.0M · 0.00%
Canal HR, Inc. LA$45.9M · 0.05%
Keystone Engineering Inc. LA$45.5M · 0.26%
Delmar Systems, Inc. LA$42.6M · 0.24%
T. Baker Smith, LLC. LA$40.0M · 0.32%
Hannis T. Bourgeois, LLP LA$33.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721484836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.