Plan Snapshot
- Plan Sponsor: Saint Joseph'S College
- Sponsor EIN: 350868152
- Sponsor Address: PO BOX 300, RENSSELAER, IN, 47978
- Plan Type: 403(b)
- Total Participants: 8
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8 | $30.1M | $15,451 | $19,393 |
| 2023 | 7 | $28.8M | $13,290 | $10,838 |
| 2022 | 7 | $26.8M | $11,161 | $8,265 |
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 |
|---|---|---|---|---|
| CROWE, LLP | 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 | $25 | — | $25 | — | — |
| 2023 | $25 | — | $25 | — | — |
| 2022 | — | — | — | — | — |