# Saint Martins University 403(b) Plan
Source: https://planprovider.pro/companies/saint-martins-university-910564993-002

> Saint Martins University's 403(b) plan: 412 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — Recordkeeper

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/equitable) — 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|—|—|—|—|—|

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