Plan Snapshot
- Plan Sponsor: St. Bernard Hospital Foundation, INC.
- Sponsor EIN: 274511973
- Sponsor Address: 8000 W JUDGE PEREZ DR, CHALMETTE, LA, 70043
- Plan Type: 403(b)
- Total Participants: 120
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $4.0M | $143,610 | $228,341 |
| 2023 | 108 | $3.2M | $124,548 | $181,716 |
| 2022 | 96 | $2.6M | $110,054 | $183,136 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
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 | $68,267 | — | $68,267 | — | — |
| 2023 | $39,828 | — | $39,828 | — | — |
| 2022 | $36,883 | — | $36,883 | — | — |