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Original filing (PDF)20250402133922NAL0014291552003
THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
Form 5500
FILING_RECEIVED
TULANE UNIVERSITY TAX DEFERRAL 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
7,689
Accounts w/ balance
4,958
Plan assets (EOY)
$541.7M
Net assets (EOY)
$541.7M
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)
92
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND.
Plan sponsor
Name
THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
EIN
72-0423889
Address
1555 POYDRAS ST., SUITE 964 · NEW ORLEANS, LA · 701123773
Phone
(504) 865-5280
Industry
Educational Servicessee all
Plan administrator
Name
VICE PRESIDENT OF HUMAN RESOURCES
EIN
72-0423889
City
NEW ORLEANS, LA
Phone
(504) 247-1758
Plan characteristics
Plan number
008
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-02
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CARR RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $114K | — |
Investments
1 pooled fund· $11.7M(2% of reported assets)
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 | $11.7M | 2.2% |