Plan Snapshot
- Plan Sponsor: College Of St. Scholastica, INC.
- Sponsor EIN: 410698301
- Sponsor Address: 1200 KENWOOD AVE, DULUTH, MN, 55811
- Plan Type: 403(b)
- Total Participants: 685
- Total Assets: $138.3M
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 | 685 | $138.3M | $1.4M | $1.9M |
| 2023 | 689 | $133.0M | $1.5M | $2.0M |
| 2022 | 678 | $119.4M | $1.4M | $2.1M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $36,722 | — | $36,722 |
| CLIFTONLARSONALLEN LLP | NONE | $17,588 | — | $17,588 |
| TIAA - TEACHERS INSURANCE AND ANNUI | NONE | $9,510 | — | $9,510 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- CLIFTONLARSONALLEN LLP — NONE
- TIAA - TEACHERS INSURANCE AND ANNUI — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,820
- Estimated Expense Ratio: 0.046% of plan assets
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 | $63,745 | $36,722 | $9,435 | $17,588 | — |
| 2023 | $47,614 | $31,250 | — | $15,960 | — |
| 2022 | $31,694 | — | $31,694 | — | — |