# Ochsner Clinic Foundation 403(b) Plan
Source: https://planprovider.pro/companies/ochsner-clinic-foundation-403b-plan

> Ochsner Clinic Foundation's 403(b) plan: 35,054 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ochsner Clinic Foundation

- **Sponsor EIN:** 720502505

- **Sponsor Address:** 1514 JEFFERSON HWY., BH 543, NEW ORLEANS, LA, 701212429

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

- **Total Participants:** 35,054

- **Total Assets:** $193.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|35,054|$193.9M|$0|$14.7M|

| 2023|32,975|$171.1M|$0|$14.2M|

| 2022|32,372|$146.0M|$0|$12.8M|

## 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|

| VANGUARD ADVISERS INC.|NONE|$105,984|—|$105,984|

| THE VANGUARD GROUP, INC.|NONE|$86,308|—|$86,308|

| CARR, RIGGS & INGRAM, L.L.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $192,292

- **Estimated Expense Ratio:** 0.099% 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|$178,243|—|—|—|—|

| 2023|$126,405|—|—|—|—|

| 2022|$85,092|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ochsner-clinic-foundation-403b-plan)

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