· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ST. MARGARET'S FOUNDATION — ST. MARGARET'S DAUGHTERS 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250814125448NAL0009606801001
ST. MARGARET'S FOUNDATION
Form 5500-SF
FILING_RECEIVED
ST. MARGARET'S DAUGHTERS 403(B) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
250
Accounts w/ balance
20
Plan assets (EOY)
$278K
Net assets (EOY)
$278K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ST. MARGARET'S FOUNDATION
.
Find decision makers
Plan sponsor
Name
ST. MARGARET'S FOUNDATION
EIN
27-2362741
Address
3525 BIENVILLE STREET · NEW ORLEANS, LA · 70119
Phone
(504) 279-6414
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
AATHOME PEDIATRIC NURSING TEAM
AATHOME PEDIATRIC NURSING TEAM 401(K) PROFIT SHARING PLAN & TRUST
$278K · 9 participants
ALTA SENIOR LIVING
ALTA SENIOR LIVING 401(K) PLAN
$279K · 46 participants
COMPLETE CARE AT SHREWSBURY LLC
COMPLETE CARE 401 (K) SHREWSBURY COLLECTIVELY BARGAINED
$277K · 99 participants
MAINE-LY ELDER CARE
MAINE-LY ELDER CARE 401(K) PLAN
$279K · 73 participants
ELDERLY HOME CARE INC
ELDERLY HOME CARE PROFIT SHARING PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 8% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$277K · 32 participants
RED CIRCLE LODGE INC
RED CIRCLE LODGE
$279K · 67 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
