Plan Snapshot
- Plan Sponsor: Saint Louis University
- Sponsor EIN: 430654872
- Sponsor Address: 3545 LINDELL BOULEVARD, 1ST FLOOR, SAINT LOUIS, MO, 63103
- Plan Type: 403(b)
- Total Participants: 3,192
- Total Assets: $755.1M
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 | 3,192 | $755.1M | $21.7M | $0 |
| 2023 | 2,836 | $708.9M | $17.3M | $0 |
| 2022 | 2,467 | $659.5M | $18.5M | $0 |
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 | $234,780 | — | $234,780 |
| SAINT LOUIS UNIVERSITY | NONE | $98,740 | — | $98,740 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $33,498 | — | $33,498 |
| 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: $382,191
- Estimated Expense Ratio: 0.051% 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 | $383,883 | $33,498 | $10,506 | $15,172 | — |
| 2023 | $353,907 | $32,605 | $10,920 | $14,438 | — |
| 2022 | $337,448 | $31,584 | — | — | $13,650 |