# Saint Therese 403(b) Plan
Source: https://planprovider.pro/companies/saint-therese-411704381-001

> Saint Therese's 403(b) plan: 1,073 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saint Therese

- **Sponsor EIN:** 411704381

- **Sponsor Address:** 1660 SOUTH HWY 100, ST LOUIS PARK, MN, 554161599

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

- **Plan Number:** 001

- **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.|

| 2024|1,073|$25.5M|$836,652|$2.3M|

| 2023|994|$29.5M|$1.1M|$2.9M|

| 2022|1,020|$26.5M|$838,982|$2.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$117,585|—|$117,585|

| MMA SECURITES LLC|Investment Advisor|—|$38,756|$38,756|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MMA SECURITES LLC](https://planprovider.pro/provider/lpl-financial-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $156,341

- **Estimated Expense Ratio:** 0.612% 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|$117,585|—|$117,585|—|—|

| 2023|$150,594|—|$150,594|—|—|

| 2022|$148,017|—|$148,017|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/saint-therese-411704381-001)

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