# Saint Mary'S Hall 403(b) Plan
Source: https://planprovider.pro/companies/saint-mary-s-hall-403b-plan

> Saint Mary'S Hall's 403(b) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saint Mary'S Hall

- **Sponsor EIN:** 740877330

- **Sponsor Address:** 9401 STARCREST DRIVE, SAN ANTONIO, TX, 78217

- **Plan Type:** 403(b)

- **Total Participants:** 316

- **Total Assets:** $24.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|316|$24.9M|$442,146|$592,146|

| 2023|191|$38.2M|$893,421|$1.0M|

| 2022|193|$34.6M|$842,486|$938,321|

## 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|

| PAYCHEX INC DBA SOUTHEASTERN EMPLOY|CONTRACT ADMINISTRATOR|$5,051|$14,830|$19,881|

| FIDUCIARY BENEFITS|INVESTMENT ADVISORY|$13,133|—|$13,133|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$5,641|—|$5,641|

| GONZALEZ & WALKER|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,655

- **Estimated Expense Ratio:** 0.155% 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|$23,825|$13,133|$10,692|—|—|

| 2023|$23,093|$21,192|—|—|—|

| 2022|$14,992|$12,500|—|—|—|

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