# Saint Joseph'S University 403(b) Plan
Source: https://planprovider.pro/companies/saint-joseph-s-university-403b-plan

> Saint Joseph'S University's 403(b) plan: 2,380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [GRANT THORNTON LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/saint-joseph-s-university-403b-plan)

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