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Original filing (PDF)20251015172608NAL0002810643001
GULF COAST TEACHING FAMILY SERVICES INC
Form 5500
FILING_RECEIVED
GULF COAST SOCIAL SERVICES 403B
403(b) retirement plan
Active participants
631
Accounts w/ balance
149
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
90
/ 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
65
Knocking points off
- Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GULF COAST TEACHING FAMILY SERVICES INC.
Plan sponsor
Name
GULF COAST TEACHING FAMILY SERVICES INC
EIN
72-0992051
Address
2400 EDENBORN AVE · METAIRIE, LA · 70001
Phone
(504) 831-6562
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERNARD & FRANKS A CORP OF CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | COLUMBUS, OH | RECORDKEEPER | $621 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECOND LINE CAPITAL , LLC | 92-3387385 | METAIRIE, LA | ADVISOR | $6K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION | 46-0570503 | BATON ROUGE, LA | THIRD PARTY ADMIN | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.