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Original filing (PDF)20260129161557NAL0006353730001
FIRSTLINE SCHOOLS INC.
Form 5500
FILING_RECEIVED
FIRSTLINE SCHOOLS 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
408
Accounts w/ balance
535
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
1 pooled trust
Schedule D
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTLINE SCHOOLS INC..
Plan sponsor
Name
FIRSTLINE SCHOOLS INC.
EIN
72-1409800
Address
2620 CONTI STREET · NEW ORLEANS, LA · 70119
Phone
(504) 267-9038
Industry
Educational Servicessee all
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
2026-01-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $18K | — |
| GALLAGHER BENEFIT SVCS INC | 36-4291971 | — | NONE | $0 | — |
Investments
31 direct securities · 1 pooled fund· $22.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$10.8M
1 holding
Uncategorized
$9.3M
30 holdings
Pooled Separate Accounts
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $10.8M | 95.6% | |
| American United Life Insurance Company Investments * American United Life Insurance Company Nuveen Lifecycle Index 2055 R6 | Pooled Separate Accounts | — | — | $2.0M | 17.8% | |
| American United Life Insurance Company Nuveen Lifecycle Index 2040 R6 | — | — | — | $1.6M | 14.2% | |
| American United Life Insurance Company Nuveen Lifecycle Index 2050 R6 | — | — | — | $1.4M | 12.5% | |
| American United Life Insurance Company Nuveen Lifecycle Index 2045 R6 | — | — | — | $1.1M | 9.5% | |
| American United Life Insurance Company Nuveen Lifecycle Index 2060 R6 | — | — | — | $995K | 8.8% | |
| NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0 | — | — | — | $876K | 7.7% | |
| American United Life Insurance Company Nuveen Lifecycle Index 2035 R6 | — | — | — | $831K | 7.3% | |
| American United Life Insurance Company Fidelity 500 Index | — | — | — | $596K | 5.3% | |
| NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0 | — | — | — | $353K | 3.1% | |
| PARTICIPANTS LOANS 4.25% TO 9.25% 0 | — | — | — | $260K | 2.3% | |
| NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0 | — | — | — | $240K | 2.1% | |
| NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0 | — | — | — | $191K | 1.7% | |
| Party-in- Identity of Issue, Borrower, Current Interest Lessor, or Similar Party Description of Investment Cost Value Insurance Company General Account * American United Life Insurance Company Stable Value Account | — | — | — | $166K | 1.5% | |
| American United Life Insurance Company JPMorgan Large Cap Growth R6 | — | — | — | $164K | 1.4% | |
| VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0 | — | — | — | $125K | 1.1% | |
| VANGUARD MIDCAP VALUE IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $97K | 0.9% | |
| NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES 0 | — | — | — | $43K | 0.4% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | — | — | — | $40K | 0.4% | |
| American United Life Insurance Company Vanguard Balanced Index Admiral | — | — | — | $35K | 0.3% | |
| JANUS HENDERSON JAN HEN ENTERPRISE N MUTUAL FUND SHARES 0 | — | — | — | $32K | 0.3% | |
| American United Life Insurance Company Enterprise N | — | — | — | $32K | 0.3% | |
| PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0 | — | — | — | $24K | 0.2% | |
| VANGUARD TOTAL INT STK IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $18K | 0.2% | |
| American United Life Insurance Company Vanguard Small Cap Value Index Admiral | — | — | — | $16K | 0.1% | |
| NUVEEN LIFECYCLE IDX 2010 R6 MUTUAL FUND SHARES 0 | — | — | — | $13K | 0.1% | |
| American United Life Insurance Company Vanguard Small Cap Index Admiral | — | — | — | $9K | <0.1% | |
| American United Life Insurance Company DFA Real Estate Securities I | — | — | — | $8K | <0.1% | |
| American United Life Insurance Company Vanguard Explorer Admiral | — | — | — | $6K | <0.1% | |
| American United Life Insurance Company PIMCO Income Instl | — | — | — | $4K | <0.1% | |
| party collateral, par or maturity value (d) Cost (e) Current value AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% | |
| American United Life Insurance Company DFA Infla-Prot Securities I | — | — | — | $3K | <0.1% |
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