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Original filing (PDF)20251015111755NAL0002311331001
OCHSNER CLINIC FOUNDATION
Form 5500
FILING_RECEIVED
OCHSNER CLINIC FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
34,054
Accounts w/ balance
42,735
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.7B
How this plan invests
This plan
19 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 123% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCHSNER CLINIC FOUNDATION.
Plan sponsor
Name
OCHSNER CLINIC FOUNDATION
EIN
72-0502505
Address
1514 JEFFERSON HWY., BH 543 · NEW ORLEANS, LA · 701212429
Phone
(504) 842-1895
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
RETIREMENT BENEFIT COMMITTEE
EIN
72-0502505
City
NEW ORLEANS, LA
Phone
(504) 842-1895
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, INGRAM, L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1.5M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $1.5M | — |
Investments
14 direct securities · 19 pooled funds· $2.8B(100% 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.
Common Collective Trust
$2.1B
19 holdings
Uncategorized
$706.9M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $328.2M | 12.2% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $229.0M | 8.5% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $223.5M | 8.3% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $196.3M | 7.3% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $171.8M | 6.4% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $158.8M | 5.9% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $137.8M | 5.1% | |
| T. Rowe Price Blue Chip Growth Fund; I Class Mutual Fund | — | — | — | $129.6M | 4.8% | |
| Vanguard Institutional Total International Stock Market Index Trust Common/Collective Trust | — | — | — | $120.3M | 4.5% | |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $120.3M | 4.5% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $116.3M | 4.3% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $113.2M | 4.2% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $93.9M | 3.5% | |
| Vanguard Institutional Extended Market Index Trust Common/Collective Trust | — | — | — | $80.7M | 3.0% | |
| VFTC INSTNLL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $80.7M | 3.0% | |
| Dodge & Cox Stock Fund; Class X Mutual Fund | — | — | — | $62.8M | 2.3% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $59.9M | 2.2% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $56.1M | 2.1% | |
| Vanguard Brokerage Option Self-Directed Brokerage Fund | — | — | — | $54.8M | 2.0% | |
| VFTC TARGET RET INCOME TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $47.3M | 1.8% | |
| PIMCO Total Return Fund; Institutional Class Mutual Fund | — | — | — | $45.6M | 1.7% | |
| American Funds EuroPacific Growth Fund; Class R-6 Mutual Fund | — | — | — | $44.1M | 1.6% | |
| ALLSPRING SPL MID CAP VALUE CIT; E1 SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $39.0M | 1.5% | |
| Notes Receivable 10.25% | — | — | — | $27.2M | 1.0% | |
| JPMorgan Small Cap Value Fund; Class R6 Mutual Fund | — | — | — | $19.4M | 0.7% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $15.2M | 0.6% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $12.9M | 0.5% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT; C LEGG MASON · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $10.0M | 0.4% | |
| COHEN & STEERS U.S. RTY FUND; CL FA SEI TRUST COMPANY · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $8.8M | 0.3% | |
| Vanguard Total International Bond Index fund Inst'l Shares Mutual Fund | — | — | — | $7.4M | 0.3% | |
| Invesco Oppenheimer Developing Markets Fund; Class R6 Mutual Fund | — | — | — | $6.7M | 0.2% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.4M | <0.1% | |
| Fixed Interest Option Fixed Interest Option | — | — | — | $1.7M | <0.1% |
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