Plan Snapshot
- Plan Sponsor: Saint Louis University
- Sponsor EIN: 430654872
- Sponsor Address: 3545 LINDELL BOULEVARD, 1ST FLOOR, ST. LOUIS, MO, 63103
- Plan Type: 403(b)
- Total Participants: 4,147
- Total Assets: $962.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,147 | $962.4M | $0 | $21.2M |
| 2023 | 4,237 | $909.9M | $0 | $19.0M |
| 2022 | 2,709 | $841.6M | $0 | $25.4M |
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 | $288,525 | — | $288,525 |
| SAINT LOUIS UNIVERSITY | NONE | $108,114 | — | $108,114 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $40,481 | — | $40,481 |
| FORVIS MAZARS, LLP | NONE | $15,173 | — | $15,173 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $452,293
- Estimated Expense Ratio: 0.047% 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 | $464,938 | $45,394 | — | $15,173 | — |
| 2023 | $448,256 | $44,372 | $3,302 | $14,438 | — |
| 2022 | $343,049 | $38,149 | — | — | $13,650 |