Plan Snapshot
- Plan Sponsor: Saint Martins University
- Sponsor EIN: 910564993
- Sponsor Address: 5000 ABBEY WAY SE, LACEY, WA, 98503
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 412
- Total Assets: $33.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 412 | $33.6M | $601,021 | $902,762 |
| 2023 | 471 | $32.3M | $532,347 | $940,813 |
| 2022 | 453 | $29.1M | $747,549 | $993,252 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $46,317 | — | $46,317 |
| LPL FINANCIAL LLC | Recordkeeper | $45,958 | — | $45,958 |
| DEFINITI LLC | Other Service Provider | $7,400 | — | $7,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- LPL FINANCIAL LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,675
- Estimated Expense Ratio: 0.297% 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 | $63,210 | — | — | — | — |
| 2023 | $38,719 | — | — | — | — |
| 2022 | — | — | — | — | — |