Plan Snapshot
- Plan Sponsor: St. Francis College
- Sponsor EIN: 111635105
- Sponsor Address: 179 LIVINGSTON STREET, BROOKLYN, NY, 11201
- Plan Type: 403(b)
- Total Participants: 228
- Total Assets: $99.2M
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 | 228 | $99.2M | $758,246 | $935,932 |
| 2023 | 253 | $94.6M | $898,963 | $1.2M |
| 2022 | 292 | $89.7M | $2.0M | $1.2M |
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 | NONE | $43,837 | — | $43,837 |
| WITHUMSMITHBROWN, P.C. | NONE | $20,800 | — | $20,800 |
| GALLAGHER BENEFIT SERVICES, INC. | NONE | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- WITHUMSMITHBROWN, P.C. — NONE
- GALLAGHER BENEFIT SERVICES, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,637
- Estimated Expense Ratio: 0.080% 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 | $79,637 | $15,000 | — | $20,800 | — |
| 2023 | $63,197 | $5,000 | — | $19,760 | — |
| 2022 | $61,947 | $5,000 | — | — | $19,630 |