# Macalester College 403(b) Plan
Source: https://planprovider.pro/companies/macalester-college-403b-plan

> Macalester College's 403(b) plan: 696 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Macalester College

- **Sponsor EIN:** 410693962

- **Sponsor Address:** 1600 GRAND AVENUE, SAINT PAUL, MN, 55105

- **Plan Type:** 403(b)

- **Total Participants:** 696

- **Total Assets:** $273.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|696|$273.1M|$5.0M|$4.9M|

| 2023|702|$254.2M|$4.7M|$4.8M|

| 2022|693|$229.7M|$4.5M|$4.6M|

## 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|

| TIAA|NONE|$214,889|—|$214,889|

| CAPFINANCIAL PARTNERS LLC|NONE|$8,000|—|$8,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $222,889

- **Estimated Expense Ratio:** 0.082% 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|$222,889|$18,431|$9,448|—|—|

| 2023|$209,682|$11,619|$188,178|—|—|

| 2022|$229,094|$36,932|—|—|—|

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

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