# Saint Louis University 403(b) Plan
Source: https://planprovider.pro/companies/saint-louis-university-403b-plan-002

> Saint Louis University's 403(b) plan: 3,192 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, 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/saint-louis-university-403b-plan-002)

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