Plan Snapshot
- Plan Sponsor: Saint Therese
- Sponsor EIN: 411704381
- Sponsor Address: 1660 SOUTH HWY 100, ST LOUIS PARK, MN, 554161599
- Plan Type: 403(b)
- Total Participants: 1,073
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,073 | $25.5M | $0 | $0 |
| 2024 | 994 | $29.5M | $0 | $0 |
| 2023 | 1,020 | $26.5M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $117,585 | — | $117,585 | — | — |
| 2024 | $150,594 | — | $150,594 | — | — |
| 2023 | $148,017 | — | $148,017 | — | — |