Plan Snapshot
- Plan Sponsor: Shattuck-St. Mary'S School
- Sponsor EIN: 410696908
- Sponsor Address: 1000 SHUMWAY AVENUE, FARIBAULT, MN, 55021
- Plan Type: 403(b)
- Total Participants: 211
- Total Assets: $30.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 211 | $30.4M | $602,102 | $761,346 |
| 2023 | 266 | $27.9M | $576,173 | $701,881 |
| 2022 | 259 | $25.7M | $434,153 | $646,452 |
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 |
|---|---|---|---|---|
| BOYUM & BARENSCHEER, PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM & BARENSCHEER, PLLP — 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 |
|---|---|---|---|---|---|
| 2024 | $29,219 | — | $29,219 | — | — |
| 2023 | $22,058 | — | $22,058 | — | — |
| 2022 | $19,699 | — | $19,699 | — | — |