# Isidore Newman School 401(k) Plan
Source: https://planprovider.pro/companies/isidore-newman-school-401k-plan

> Isidore Newman School's 401(k) plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — 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|$26,347|—|$26,347|—|—|

| 2023|$20,841|—|$20,841|—|—|

| 2022|$18,763|—|$18,763|—|—|

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