# Saint Ursula Academy Of Cincinnati, INC. 403(b) Plan
Source: https://planprovider.pro/companies/saint-ursula-academy-of-cincinnati-inc-403b-plan

> Saint Ursula Academy Of Cincinnati, INC.'s 403(b) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saint Ursula Academy Of Cincinnati, INC.

- **Sponsor EIN:** 311414367

- **Sponsor Address:** 1339 EAST MCMILLAN STREET, CINCINNATI, OH, 45206

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

- **Total Participants:** 91

- **Total Assets:** $16.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|91|$16.7M|$296,250|$422,461|

| 2023|94|$14.8M|$292,612|$366,673|

| 2022|90|$12.6M|$313,861|$382,749|

## 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|

| MORGAN STANLEY|NONE|$20,000|—|$20,000|

| TIAA-TEACHERS INS. & ANNUITY ASSOC.|NONE|$18,816|—|$18,816|

| CLARK, SCHAEFER, HACKETT & CO.|NONE|$14,500|—|$14,500|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [TIAA-TEACHERS INS. & ANNUITY ASSOC.](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,316

- **Estimated Expense Ratio:** 0.319% 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|$55,215|$20,000|$18,816|$14,500|—|

| 2023|$36,856|$20,000|$15,867|—|—|

| 2022|$36,815|$20,000|$17,973|—|—|

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