Plan Snapshot
- Plan Sponsor: Mount Saint Mary'S University
- Sponsor EIN: 951641455
- Sponsor Address: 12001 CHALON ROAD, LOS ANGELES, CA, 900491599
- Plan Type: 403(b)
- Total Participants: 555
- Total Assets: $124.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 555 | $124.4M | $3.2M | $2.0M |
| 2023 | 567 | $111.7M | $3.3M | $2.0M |
| 2022 | 630 | $99.0M | $3.0M | $1.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $361,458 | $5,488 | $355,485 | — | — |
| 2023 | $188,214 | $3,615 | $184,119 | — | — |
| 2022 | $194,121 | — | $194,121 | — | — |