Original filing (PDF)20250807150012NAL0005172768001

SUN BELT CONFERENCE

Name: SUN BELT CONFERENCE — SUN BELT CONFERENCE DEFINED CONTRIBUTION PLAN UNDER 403(B)(1), Form 5500 (2024)
Creator: SUN BELT CONFERENCE

Form 5500-SF

FILING_RECEIVED

SUN BELT CONFERENCE DEFINED CONTRIBUTION PLAN UNDER 403(B)(1)

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN BELT CONFERENCE.

Plan sponsor

Name

SUN BELT CONFERENCE

EIN

58-2085078

Address

1500 SUGAR BOWL DR · NEW ORLEANS, LA · 701121255

Phone

(504) 299-9066

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-07

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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