Plan Snapshot
- Plan Sponsor: Saint Mary'S College
- Sponsor EIN: 350868158
- Sponsor Address: 401 BERTRAND HALL, NOTRE DAME, IN, 46556
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 178
- Total Assets: $5.4M
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 | 178 | $5.4M | $0 | $0 |
| 2023 | 210 | $5.3M | $0 | $0 |
| 2022 | 230 | $5.0M | $0 | $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 | Recordkeeper | $16,113 | — | $16,113 |
| INSERO AND CO. CPAS, LLP | Auditor | $12,725 | — | $12,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- INSERO AND CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,838
- Estimated Expense Ratio: 0.534% 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 | $28,838 | — | — | $12,725 | — |
| 2023 | $28,016 | — | — | $11,500 | — |
| 2022 | $17,429 | — | — | — | — |