Back to filter
Original filing (PDF)20251009092326NAL0006361697001
DUPLANTIS DESIGN GROUP, P.C.
Form 5500
FILING_RECEIVED
DDG 401(K) PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
186
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.0M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUPLANTIS DESIGN GROUP, P.C..
Plan sponsor
Name
DUPLANTIS DESIGN GROUP, P.C.
EIN
72-1359963
Address
314 EAST BAYOU ROAD · THIBODAUX, LA · 70301
Phone
(985) 447-0090
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAPORTE APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $18K | — |
Investments
22 direct securities · 1 pooled fund· $16.8M(98% 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.
Uncategorized
$16.1M
22 holdings
Common Collective Trust
$639K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 K6 | — | — | — | $3.0M | 17.7% | |
| Fidelity Freedom 2045 K6 | — | — | — | $2.6M | 14.9% | |
| Fidelity Freedom 2055 K6 | — | — | — | $1.9M | 11.0% | |
| Fidelity Freedom 2030 K6 | — | — | — | $1.6M | 9.6% | |
| Fidelity 500 Index | — | — | — | $1.6M | 9.5% | |
| Fidelity Freedom 2050 K6 | — | — | — | $1.1M | 6.4% | |
| Fidelity Freedom 2035 K6 | — | — | — | $1.0M | 6.0% | |
| Fidelity Freedom 2060 K6 | — | — | — | $679K | 4.0% | |
| AB US LG GR W CIT G GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $639K | 3.7% | |
| Fidelity Total International Index | — | — | — | $425K | 2.5% | |
| Fidelity Freedom 2065 K6 | — | — | — | $386K | 2.3% | |
| Fidelity US Bond Index | — | — | — | $380K | 2.2% | |
| MFS Value R6 | — | — | — | $327K | 1.9% | |
| Allspring Special Mid Cap Value Fund R6 | — | — | — | $290K | 1.7% | |
| Fidelity Mid Cap Index | — | — | — | $167K | 1.0% | |
| MFS Intl Growth R6 | — | — | — | $128K | 0.8% | |
| Fidelity Freedom 2025 K6 | — | — | — | $120K | 0.7% | |
| Fidelity Small Cap Growth K6 | — | — | — | $105K | 0.6% | |
| Party-In- Borrower, Lessor, Interest or Similar Party Description of Investment Cost Current Value Mutual Funds Goldman Sachs FS Govt R6 | — | — | — | $76K | 0.4% | |
| Fidelity Small Cap Index | — | — | — | $70K | 0.4% | |
| PIMCO Global Bond Opps | — | — | — | $60K | 0.4% | |
| Fidelity Freedom 2020 K 6 | — | — | — | $55K | 0.3% | |
| American Beacon Small Cap Value Fund R6 ** 816 JP Morgan Mid Cap Growth R6 | — | — | — | $13K | <0.1% |
Related plans
Other plans using GALLAGHER FIDUCIARY ADVISORS LLC
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
$11.2B · 28,308 participants
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN
$9.3B · 28,079 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
BOARD OF TRUSTEES OF NYCDCC PENSION FUND
NEW YORK DISTRICT COUNCIL OF CARPENTERS PENSION PL
$5.1B · 10,590 participants
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN
MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN
$4.8B · 1,098 participants
Similar-size Engineering Services plans
GIBSON-THOMAS ENGINEERING COMPANY, INC.
GIBSON-THOMAS 401 (K) PLAN
$17.1M · 154 participants
LINA T. RAMEY & ASSOCIATES, INC.
LTRA ENGINEERS 401(K) PLAN
$17.1M · 177 participants
ROYAL HOLDCO CORPORATION
RMA COMPANIES 401(K) PLAN
$17.1M · 389 participants
COMPUTERIZED STRUCTURAL DESIGN, S.C.
COMPUTERIZED STRUCTURAL DESIGN, S.C. 401(K) PLAN
$17.1M · 51 participants
SYMMES MAINI & MCKEE ASSOCIATES, INC.
SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$17.1M · 184 participants
LAMB-STAR ENGINEERING, LLC
LAMB-STAR ENGINEERING LLC 401(K) PROFIT SHARING PLAN
$17.0M · 126 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants