Plan Snapshot
- Plan Sponsor: Isidore Newman School
- Sponsor EIN: 720408935
- Sponsor Address: 1903 JEFFERSON AVENUE, NEW ORLEANS, LA, 701155616
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $33.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 259 | $33.2M | $708,745 | $789,108 |
| 2023 | 269 | $29.7M | $677,698 | $774,525 |
| 2022 | 279 | $24.7M | $678,804 | $750,764 |
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 |
|---|---|---|---|---|
| SCP RETIREMENT SERVICES LLC | Recordkeeper | — | $15,262 | $15,262 |
| EISNERAMPER LLP | Auditor | $13,500 | — | $13,500 |
| VOYA RETIREMENT INS. AND ANN. CO. | Other Service Provider | $5,174 | — | $5,174 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,936
- Estimated Expense Ratio: 0.102% 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 | $26,347 | — | $26,347 | — | — |
| 2023 | $20,841 | — | $20,841 | — | — |
| 2022 | $18,763 | — | $18,763 | — | — |