Plan Snapshot
- Plan Sponsor: The Louise S. Mcgehee School
- Sponsor EIN: 720408943
- Sponsor Address: 2343 PRYTANIA ST, NEW ORLEANS, LA, 701305898
- Plan Type: 403(b)
- Total Participants: 189
- Total Assets: $18.6M
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 | 189 | $18.6M | $275,468 | $429,030 |
| 2023 | 200 | $17.0M | $271,742 | $412,755 |
| 2022 | 220 | $14.6M | $270,542 | $391,509 |
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 | $475 | — | $475 | — | — |
| 2023 | $288 | — | $288 | — | — |
| 2022 | $450 | — | — | — | $450 |