# Shattuck-St. Mary'S School 403(b) Plan
Source: https://planprovider.pro/companies/shattuck-st-mary-s-school-403b-plan

> Shattuck-St. Mary'S School's 403(b) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/boyum-and-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|—|—|

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