# Saint Louis University 403(b) Plan
Source: https://planprovider.pro/companies/saint-louis-university-403b-plan-001

> Saint Louis University's 403(b) plan: 4,147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/saint-louis-university-403b-plan-001)

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