Plan Snapshot
- Plan Sponsor: Xavier University Of Louisiana
- Sponsor EIN: 720635884
- Sponsor Address: 1 DREXEL DRIVE, NEW ORLEANS, LA, 70125
- Plan Type: 403(b)
- Total Participants: 563
- Total Assets: $140.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 563 | $140.8M | $2.0M | $2.2M |
| 2023 | 571 | $129.0M | $2.0M | $2.3M |
| 2022 | 564 | $113.9M | $1.9M | $2.1M |
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 |
|---|---|---|---|---|
| SEAN BRUNO, CPAS | 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 | $1,500 | — | $1,500 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |