# College Of St. Scholastica, INC. 403(b) Plan
Source: https://planprovider.pro/companies/college-of-st-scholastica-inc-403b-plan

> College Of St. Scholastica, INC.'s 403(b) plan: 685 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

- [TIAA - TEACHERS INSURANCE AND ANNUI](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/college-of-st-scholastica-inc-403b-plan)

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