# St. David'S Center Dba St. David'S Center Child & Family Development 403(b) Plan
Source: https://planprovider.pro/companies/st-david-s-center-dba-st-david-s-center-child-family-development-403b-plan

> St. David'S Center Dba St. David'S Center Child & Family Development's 403(b) plan: 556 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. David'S Center Dba St. David'S Center Child & Family Development

- **Sponsor EIN:** 411429208

- **Sponsor Address:** 3395 PLYMOUTH RD, MINNETONKA, MN, 55305

- **Plan Type:** 403(b)

- **Total Participants:** 556

- **Total Assets:** $14.3M

## 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|556|$14.3M|$194,576|$1.1M|

| 2023|501|$11.6M|$225,273|$865,766|

| 2022|533|$9.3M|$200,991|$722,891|

## 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|

| PRINCIPAL LIFE INSURANCE|CONTRACT ADMIN|$64,646|—|$64,646|

| MMA SECURITIES LLC|INVESTMENT ADVISORY|—|$30,671|$30,671|

| ASCENSUS|CONTRACT ADMINISTRATOR|$3,946|$6,426|$10,372|

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

### Verified Provider Profiles

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

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISORY

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

- [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:** $105,689

- **Estimated Expense Ratio:** 0.739% 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|$67,297|—|$67,297|—|—|

| 2023|$55,910|—|$55,910|—|—|

| 2022|$50,736|—|$50,736|—|—|

## Similar Plans

- [Infinite Campus, INC.](https://planprovider.pro/companies/infinite-campus-inc-401k-plan) — 615 participants

- [Infinite Campus, INC.](https://planprovider.pro/companies/infinite-campus-inc-plan-002) — 471 participants

- [Concordia College](https://planprovider.pro/companies/concordia-college-403b-plan) — 644 participants

- [St. Paul Academy And Summit School](https://planprovider.pro/companies/st-paul-academy-and-summit-school-403b-plan) — 457 participants

- [Trustees Of The Hamline University Of Minnesota](https://planprovider.pro/companies/trustees-of-the-hamline-university-of-minnesota-403b-plan) — 438 participants

- [College Of St. Scholastica, INC.](https://planprovider.pro/companies/college-of-st-scholastica-inc-403b-plan) — 685 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/st-david-s-center-dba-st-david-s-center-child-family-development-403b-plan)

© 2026 PlanProvider.Pro