# Success Preparatory Academy 401(k) Plan
Source: https://planprovider.pro/companies/success-preparatory-academy-plan

> Success Preparatory Academy's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Success Preparatory Academy

- **Sponsor EIN:** 263202807

- **Sponsor Address:** 4621 CANAL STREET, NEW ORLEANS, LA, 70119

- **Plan Type:** 401(k)

- **Total Participants:** 102

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|102|$3.2M|$198,884|$217,701|

| 2023|123|$2.7M|$153,829|$204,278|

| 2022|116|$2.0M|$139,151|$188,341|

## 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|

| ERICKSEN KRENTEL LLP|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|$1,970|—|$1,970|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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