AUMdb

New Orleans & Company 401(k) Plan

Sponsored by New Orleans & Company · EIN 720540607 · Plan #002

Total assets
$14.1M
Net assets
$14.1M
Active participants
103
With balances
119

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $60,486
Marsh & Mclennan Agency Llc Other services, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0