# The Louise S. Mcgehee School 403(b) Plan
Source: https://planprovider.pro/companies/the-louise-s-mcgehee-school-403b-plan

> The Louise S. Mcgehee School's 403(b) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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