Plan Snapshot
- Plan Sponsor: St. George'S Episcopal School
- Sponsor EIN: 720684077
- Sponsor Address: 923 NAPOLEON AVE, NEW ORLEANS, LA, 701152862
- Plan Type: 403(b)
- Total Participants: 127
- Total Assets: $5.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $5.1M | $53,774 | $118,534 |
| 2023 | 128 | $4.7M | $56,232 | $131,313 |
| 2022 | 116 | $4.0M | $48,499 | $113,826 |
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 |
|---|---|---|---|---|
| BOURGEOIS BENNETT, 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 | $3,625 | — | $3,625 | — | — |
| 2023 | $3,555 | — | $3,555 | — | — |
| 2022 | $3,515 | — | $3,515 | — | — |