Plan Snapshot
- Plan Sponsor: Audubon Nature Institute, INC.
- Sponsor EIN: 510157624
- Sponsor Address: 6500 MAGAZINE, NEW ORLEANS, LA, 70118
- Plan Type: 403(b)
- Total Participants: 484
- Total Assets: $22.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 484 | $22.7M | $291,743 | $964,937 |
| 2023 | 526 | $20.1M | $278,668 | $914,743 |
| 2022 | 540 | $18.2M | $243,163 | $777,227 |
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 |
|---|---|---|---|---|
| LAPORTE, APAC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPORTE, APAC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,829 | — | — | — | — |
| 2023 | $39,779 | — | — | — | — |
| 2022 | $73,020 | — | $73,020 | — | — |