# Mount Saint Mary College 403(b) Plan
Source: https://planprovider.pro/companies/mount-saint-mary-college-403b-plan

> Mount Saint Mary College's 403(b) plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mount Saint Mary College

- **Sponsor EIN:** 141468399

- **Sponsor Address:** 330 POWELL AVENUE, NEWBURGH, NY, 125503412

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

- **Total Participants:** 336

- **Total Assets:** $96.2M

## 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:** Yes

## Plan Financials by Year

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

| 2024|336|$96.2M|$799,253|$1.6M|

| 2023|331|$91.5M|$804,310|$1.5M|

| 2022|314|$83.8M|$327,746|$1.4M|

## 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|

| FOCUSED WEALTH MANAGEMENT, INC.|NONE|$43,848|—|$43,848|

| TIAA|NONE|$22,614|—|$22,614|

| PRAGER METIS|NONE|$20,500|—|$20,500|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,962

- **Estimated Expense Ratio:** 0.090% 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|$87,277|$44,163|$22,614|$20,500|—|

| 2023|$97,594|$61,208|$16,936|$19,450|—|

| 2022|$67,949|—|—|—|$59,587|

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