Retirement plan

CRESCENT CITY SCHOOLS 401(K) PLAN

Name: CRESCENT CITY SCHOOLS - CRESCENT CITY SCHOOLS 401(K) PLAN (2025) Form 5500
Creator: CRESCENT CITY SCHOOLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRESCENT CITY SCHOOLS 401(K) PLAN, CRESCENT CITY SCHOOLS

CRESCENT CITY SCHOOLSEIN 27-2811737Plan #001PY 2025

2701 LAWRENCE ST. - NEW ORLEANS, LA 70114504-708-4136crescentcityschools.orgLinkedIn201-500 employeeseducation management

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$16.2M

+21.2% from 2024

Total participants

824

+4.4% from 2024

Average account balance

$23,637

+18.5% from 2024

Annual return

14.91%

+0.42 pp from 2024

Benchmarks

See 225 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort225 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$16.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$24K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

687

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

69.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$115

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070	Contract Administrator	$57,854
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP, INC Service code 15 1800 WILLIAMS BLVD · KENNER, LA 70062	Recordkeeping	$20,970

Plan features & details

Pension benefit codes2E2J2K2G3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$79K

$174 / participant

Contract admin$79K100.0%

% of EOY assets

0.485%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERICKSEN KRENTEL LLP
Auditor EIN: 720549733
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,637

$86,795-72.8%

$67,681-65.1%

$64,728-63.5%

Participation rate

69.8%

71.7%-1.9pp

73.7%-4.0pp

57.9%+11.9pp

Annual return

14.91%

12.58%+2.3pp

590.58%-575.7pp

49.38%-34.5pp

Employer contribution / active EE

$1,993

$2,837-29.7%

$2,678-25.6%

$2,243-11.1%

Participant deferral / active EE

$2,755

$3,430-19.7%

$3,976-30.7%

$2,729+0.9%

Admin fee / account holder

$115

$238-51.9%

$6,100-98.1%

$1,145-90.0%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2 years

Service code 13 · EIN 35-1140070

Contract Administrator

$57,854

THE HASLAUER GROUP, INC.2 years

Filed as: THE HASLAUER GROUP, INC

Service code 15

1800 WILLIAMS BLVD · KENNER, LA 70062

Recordkeeping

$20,970

CRESCENT CITY SCHOOLS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRESCENT CITY SCHOOLS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion