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GREATER NEW ORLEANS FOUNDATION — GREATER NEW ORLEANS FOUNDATION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010084119NAL0012153904005
GREATER NEW ORLEANS FOUNDATION
Form 5500-SF
FILING_RECEIVED
GREATER NEW ORLEANS FOUNDATION RETIREMENT PLAN
403(b) retirement plan
Active participants
31
Accounts w/ balance
71
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GREATER NEW ORLEANS FOUNDATION
.
Find decision makers
Plan sponsor
Name
GREATER NEW ORLEANS FOUNDATION
EIN
72-0408921
Address
919 ST. CHARLES AVENUE · NEW ORLEANS, LA · 701303903
Phone
(504) 598-4663
Industry
Other Services (ex. Public Admin)
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
2025-10-10
Pension benefit codes
2M · 403(b)(7) custodial accounts
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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Helping the score
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