How big is Easter Seals Louisiana, Inc.'s plan?

Easter Seals Louisiana, Inc.'s plan reported $3.7M in assets and 287 participants for 2024.

Original filing (PDF)20260306105327NAL0004915233001

Easter Seals Louisiana, Inc.

Name: Easter Seals Louisiana, Inc. — 401(k) Profit-Sharing, Form 5500 (2024)
Creator: Easter Seals Louisiana, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit-Sharing Plan for Employees of Easter Seals Louisiana, Inc.

401(k) retirement plan · Easter Seals Louisiana, Inc.'s 401(k) Profit-Sharing Plan for Employees of Easter Seals Louisiana, Inc. held $3.7M in plan assets for 287 participants in 2024.

Signals · 2

Possibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

287

Accounts w/ balance

380

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Joseph Oliveri signed Easter Seals Louisiana, Inc.'s 2024 Form 5500 as plan administrator.

Joseph Oliveri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Easter Seals Louisiana, Inc.'s EIN is 72-0694376.

EIN 72-0694376

Plan number 001

Plan year 2024

ACK ID 20260306105327NAL0004915233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Easter Seals Louisiana, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Easter Seals Louisiana, Inc.'s plan includes a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

EASTER SEALS LOUISIANA, INC.

EIN

all filings

Address

935 GRAVIER ST STE 720 · NEW ORLEANS, LA · 701121608

Phone

(504) 523-7325

Industry

Health Care & Social Assistance

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

2026-03-06

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2K · 401(m) arrangement

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$4K	—

Investments

36 direct securities · 1 pooled fund· $7.0M(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.

Pooled Separate Account

$3.3M

1 holding

Other securities

$2.8M

25 holdings

Common Collective Trusts

$717K

2 holdings

Mutual Funds

$107K

6 holdings

Bonds / Notes

$25K

1 holding

Cash / Money Market

$19K

1 holding

Pooled Separate Accounts

$11K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$105K Vanguard$63K Invesco$40K Goldman Sachs$35K Fidelity$15K

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Audit & trust (Schedule H)

Auditor

BOURGEOIS BENNETT, LLC

Trustee / custodian

—

Trustee phone

—

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$3.3M	90.5%
Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$517K	14.0%
Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$383K	10.4%
Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$352K	9.5%
Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$337K	9.1%
Mutual of America General Account	Other securities	—	—	$324K	8.8%
Mutual of America DWS Capital Growth VIP	Other securities	—	—	$266K	7.2%
Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$262K	7.1%
Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$205K	5.5%
Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$200K	5.4%
Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$134K	3.6%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$105K	2.8%
Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$91K	2.5%
Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$79K	2.1%
Mutual of America MoA Moderate Allocation Fund	Other securities	—	—	$47K	1.3%
Mutual of America MoA Retirement Income Fund	Other securities	—	—	$41K	1.1%
Mutual of America Invesco V.I. Main St. Fund	Mutual Funds	—	—	$40K	1.1%
Mutual of America MoA International Fund	Other securities	—	—	$37K	1.0%
Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Other securities	—	—	$33K	0.9%
Mutual of America MoA Clear Passage 2020 Fund	Other securities	—	—	$28K	0.7%
Mutual of America MoA Clear Passage 2065 Fund	Other securities	—	—	$26K	0.7%
Notes receivable from participants - Interest rates range from 4.25% - 9.50%	Bonds / Notes	—	—	$25K	0.7%
Mutual of America MoA Small Cap Growth Fund	Other securities	—	—	$25K	0.7%
Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$19K	0.5%
Mutual of America MoA Money Market Fund	Cash / Money Market	—	—	$19K	0.5%
Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$16K	0.4%
Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$16K	0.4%
s: (Continued) Mutual of America Vanguard VIF Diversified Value Portfolio	Pooled Separate Accounts	—	—	$11K	0.3%
Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$11K	0.3%
Mutual of America MoA Aggressive Allocation Fund	Other securities	—	—	$10K	0.3%
Mutual of America MoA Intermediate Bond Fund	Other securities	—	—	$8K	0.2%
Mutual of America MoA Mid Cap Value Fund	Other securities	—	—	$5K	0.1%
Mutual of America MoA All America Fund	Other securities	—	—	$5K	0.1%
Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$5K	0.1%
Mutual of America MoA Balanced Fund	Other securities	—	—	$3K	<0.1%
Mutual of America MoA Small Cap Value Fund	Other securities	—	—	$3K	<0.1%
Mutual of America Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$2K	<0.1%

1–37 of 37

403(b) Thrift Plan for Employees of Special Service for Groups, Inc.

$62.8M · 2,487 participants