Plan Snapshot
- Plan Sponsor: St. Catherine University
- Sponsor EIN: 410695509
- Sponsor Address: 2004 RANDOLPH AVENUE, ST. PAUL, MN, 551051750
- Plan Type: DC
- Total Participants: 1,014
- Total Assets: $178.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,014 | $178.2M | $1.4M | $3.1M |
| 2023 | 1,029 | $170.1M | $1.9M | $3.1M |
| 2022 | 1,004 | $157.0M | $1.7M | $3.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $18,176 | — | — | — | — |
| 2023 | $20,450 | — | — | — | — |
| 2022 | — | — | — | — | — |