# Loyola University New Orleans 403(b) Plan
Source: https://planprovider.pro/companies/loyola-university-new-orleans-403b-plan-003

> Loyola University New Orleans's 403(b) plan: 1,273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Loyola University New Orleans

- **Sponsor EIN:** 720408946

- **Sponsor Address:** 6363 ST. CHARLES AVENUE,, NEW ORLEANS, LA, 70118

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

- **Total Participants:** 1,273

- **Total Assets:** $282.3M

## 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|1,273|$282.3M|$887,848|$3.3M|

| 2023|1,158|$270.0M|$867,576|$2.3M|

| 2022|721|$188.5M|$872,684|$1.5M|

## 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|$22,639|—|$22,639|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,639

- **Estimated Expense Ratio:** 0.008% 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|$207,281|$76,530|$2,557|$22,639|—|

| 2023|$173,224|$53,376|$1,416|$32,457|—|

| 2022|$99,282|$30,525|—|—|$9,100|

## Similar Plans

- [Collegiate Academies](https://planprovider.pro/companies/collegiate-academies-401k-plan) — 573 participants

- [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

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/loyola-university-new-orleans-403b-plan-003)

© 2026 PlanProvider.Pro