Plan Snapshot
- Plan Sponsor: Saint Joseph'S University
- Sponsor EIN: 231352674
- Sponsor Address: 5600 CITY LINE AVENUE, PHILADELPHIA, PA, 191311308
- Plan Type: 403(b)
- Total Participants: 2,380
- Total Assets: $553.5M
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 | 2,380 | $553.5M | $8.8M | $7.5M |
| 2023 | 2,029 | $510.9M | $8.1M | $6.7M |
| 2022 | 1,688 | $460.3M | $7.3M | $5.6M |
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 | $230,635 | — | $230,635 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $69,794 | — | $69,794 |
| GRANT THORNTON LLP | NONE | $28,350 | — | $28,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $328,779
- Estimated Expense Ratio: 0.059% 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 | $328,779 | $69,794 | $1,663 | $28,350 | — |
| 2023 | $312,892 | $50,629 | $4,851 | $44,011 | — |
| 2022 | $277,124 | $52,811 | — | — | $40,760 |