Plan Snapshot
- Plan Sponsor: Saint Francis University
- Sponsor EIN: 251024358
- Sponsor Address: 117 EVERGREEN DRIVE, LORETTO, PA, 159409704
- Plan Type: 403(b)
- Total Participants: 473
- Total Assets: $127.9M
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 | 473 | $127.9M | $192,931 | $1.7M |
| 2023 | 483 | $117.8M | $1.4M | $1.8M |
| 2022 | 488 | $105.4M | $1.6M | $1.7M |
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 |
|---|---|---|---|---|
| YOUNG OAKES BROWN & CO PC | Auditor | — | — | $0 |
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 | $519,994 | $383,646 | $136,348 | — | — |
| 2023 | $446,913 | $330,998 | $115,915 | — | — |
| 2022 | $410,453 | $300,082 | $110,371 | — | — |