Plan Snapshot
- Plan Sponsor: Saint Vincent College
- Sponsor EIN: 250964126
- Sponsor Address: 300 FRASER PURCHASE RD, LATROBE, PA, 15650
- Plan Type: 403(b)
- Total Participants: 382
- Total Assets: $80.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 382 | $80.3M | $1.5M | $1.3M |
| 2023 | 399 | $74.7M | $1.2M | $1.3M |
| 2022 | 348 | $66.8M | $1.2M | $1.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | NONE | $12,400 | — | $12,400 |
| TIAA | NONE | $8,656 | — | $8,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — NONE
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,056
- Estimated Expense Ratio: 0.026% 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 | $21,056 | $1,906 | $6,000 | $12,400 | — |
| 2023 | $4,373 | $81 | $3,243 | — | — |
| 2022 | $3,300 | — | — | — | — |