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Original filing (PDF)20240916131111NAL0002126112001
LOYOLA UNIVERSITY NEW ORLEANS
Form 5500
FILING_RECEIVED
LOYOLA UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOYOLA UNIVERSITY NEW ORLEANS.
Plan sponsor
Name
LOYOLA UNIVERSITY NEW ORLEANS
EIN
72-0408946
Address
6363 ST. CHARLES AVENUE · CAMPUS BOX 16 · NEW ORLEANS, LA · 70118
Phone
(504) 864-7757
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-11-04
Filed
2024-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEGMANN DAZET, APC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $27K | — |
| CBIZ INVESTMENT ADV. SERVICES LLC | 81-3968784 | — | NONE | $18K | — |
| WEGMANN DAZET, APC | 72-0870824 | — | NONE | $9K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $0 | — |