# St. Catherine University DC Plan
Source: https://planprovider.pro/companies/st-catherine-university-plan-001

> St. Catherine University's DC plan: 1,014 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA-TEACHERS INSURANCE AND ANNUITY|PARTY IN INTEREST|$121,112|—|$121,112|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA-TEACHERS INSURANCE AND ANNUITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — PARTY IN INTEREST

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,112

- **Estimated Expense Ratio:** 0.068% 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|$18,176|—|—|—|—|

| 2023|$20,450|—|—|—|—|

| 2022|—|—|—|—|—|

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