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Original filing (PDF)20251013151045NAL0000749411001
DEUTSCH KERRIGAN L.L.P.
Form 5500
FILING_RECEIVED
DEUTSCH KERRIGAN L.L.P. 401(K) PROFIT SHARE PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
115
Accounts w/ balance
136
Plan assets (EOY)
$46.7M
Net assets (EOY)
$46.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MID CAP GROWTH FUND II (extraction pending)]" is 33% of plan.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEUTSCH KERRIGAN L.L.P..
Plan sponsor
Name
DEUTSCH KERRIGAN L.L.P.
EIN
72-0929299
Address
755 MAGAZINE STREET · NEW ORLEANS, LA · 70130
Phone
(504) 581-5141
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ERICKSEN KRENTEL L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISOR | $9K | — |
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | INVESTMENT ADVISOR | $6K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON LEWIS | 46-3862389 | — | ATTORNEY/LEGAL | $13K | — |
Investments
4 pooled funds· $3.2M(7% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $909K | 1.9% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $831K | 1.8% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $441K | 0.9% |