Plan Snapshot
- Plan Sponsor: Calumet College Of St. Joseph
- Sponsor EIN: 351087173
- Sponsor Address: 2400 NEW YORK AVENUE, WHITING, IN, 46394
- Plan Type: 403(b)
- Total Participants: 191
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 191 | $17.2M | $202,528 | $228,755 |
| 2023 | 259 | $16.8M | $289,415 | $239,022 |
| 2022 | 232 | $15.5M | $283,215 | $254,438 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SWARTZ, RETSON & CO., P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,144 | — | — | — | — |
| 2023 | $5,944 | — | — | — | — |
| 2022 | $4,431 | — | — | — | — |