Plan Snapshot
- Plan Sponsor: Fontbonne University
- Sponsor EIN: 430694556
- Sponsor Address: 6800 WYDOWN BOULEVARD, ST. LOUIS, MO, 63105
- Plan Type: 403(b)
- Total Participants: 236
- Total Assets: $38.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 236 | $38.5M | $335,498 | $552,889 |
| 2023 | 263 | $40.8M | $306,159 | $760,069 |
| 2022 | 265 | $39.6M | $159,757 | $689,172 |
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 |
|---|---|---|---|---|
| RUBIN BROWN LLP | Auditor | -$831 | — | -$831 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBIN BROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: -$831
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 | $55,432 | — | $56,263 | -$831 | — |
| 2023 | $51,038 | — | $46,310 | $4,728 | — |
| 2022 | $48,097 | $11,640 | $25,957 | — | $10,500 |