Plan Snapshot
- Plan Sponsor: No/Aids Task Force
- Sponsor EIN: 721059635
- Sponsor Address: 1631 ELYSIAN FIELDS, NEW ORLEANS, LA, 70117
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 230 | $13.3M | $701,771 | $1.0M |
| 2023 | 218 | $11.6M | $646,495 | $930,005 |
| 2022 | 207 | $9.6M | $620,261 | $921,137 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $16,963 | — | $16,963 | — | — |
| 2023 | $13,425 | — | $13,425 | — | — |
| 2022 | $13,211 | — | $13,211 | — | — |