# Firstline Schools INC. 403(b) Plan
Source: https://planprovider.pro/companies/firstline-schools-inc-721409800-001

> Firstline Schools INC.'s 403(b) plan: 408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Firstline Schools INC.

- **Sponsor EIN:** 721409800

- **Sponsor Address:** 2620 CONTI STREET, NEW ORLEANS, LA, 70119

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 408

- **Total Assets:** $11.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|408|$11.3M|$1.3M|$523,320|

| 2023|410|$8.8M|$1.3M|$524,098|

| 2022|328|$6.3M|$1.1M|$418,322|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|Other Service Provider|$17,670|$84,743|$102,413|

| GALLAGHER BENEFIT SVCS INC|Investment Advisor|—|$28,576|$28,576|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER BENEFIT SVCS INC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $130,989

- **Estimated Expense Ratio:** 1.156% of plan assets

### 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|$18,600|—|$18,600|—|—|

| 2023|$26,856|—|$26,856|—|—|

| 2022|$28,255|—|$28,255|—|—|

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