# Calumet College Of St. Joseph 403(b) Plan
Source: https://planprovider.pro/companies/calumet-college-of-saint-joseph-403b-plan

> Calumet College Of St. Joseph's 403(b) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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