# Collegiate Academies 401(k) Plan
Source: https://planprovider.pro/companies/collegiate-academies-401k-plan

> Collegiate Academies's 401(k) plan: 573 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Xavier University Of Louisiana](https://planprovider.pro/companies/xavier-university-of-louisiana-403b-plan) — 563 participants

- [Crescent City Schools](https://planprovider.pro/companies/crescent-city-schools-401k-plan) — 435 participants

- [Discovery Health Sciences Foundation, INC.](https://planprovider.pro/companies/discovery-health-sciences-foundation-inc-401k-plan) — 428 participants

- [Metairie Park Country Day School](https://planprovider.pro/companies/metairie-park-country-day-school-401k-plan) — 409 participants

- [Firstline Schools INC.](https://planprovider.pro/companies/firstline-schools-inc-403b-plan) — 408 participants

- [Dillard University](https://planprovider.pro/companies/dillard-university-401k-plan) — 355 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/collegiate-academies-401k-plan)

© 2026 PlanProvider.Pro