Plan Snapshot
- Plan Sponsor: Collegiate Academies
- Sponsor EIN: 800601507
- Sponsor Address: 2625 THALIA STREET, NEW ORLEANS, LA, 70113
- Plan Type: 401(k)
- Total Participants: 573
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 573 | $12.8M | $872,801 | $1.2M |
| 2023 | 579 | $11.0M | $852,197 | $1.3M |
| 2022 | 527 | $8.5M | $756,262 | $1.3M |
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 |
|---|---|---|---|---|
| WEGMANN DAZET, APC | Auditor | — | — | $0 |
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 | $132,269 | — | $132,269 | — | — |
| 2023 | $108,496 | — | $108,496 | — | — |
| 2022 | $87,047 | — | — | — | — |