Plan Snapshot
- Plan Sponsor: St. John'S College
- Sponsor EIN: 520591421
- Sponsor Address: 60 COLLEGE AVENUE, ANNAPOLIS, MD, 21401
- Plan Type: 403(b)
- Total Participants: 449
- Total Assets: $137.9M
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 | 449 | $137.9M | $1.9M | $1.4M |
| 2023 | 450 | $130.4M | $1.9M | $1.4M |
| 2022 | 429 | $119.0M | $1.5M | $1.3M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | $13,750 | — | $13,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,750
- Estimated Expense Ratio: 0.010% 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 | $69,781 | $28,125 | — | $13,750 | — |
| 2023 | $49,780 | $16,875 | — | $12,750 | — |
| 2022 | $38,362 | — | — | — | $28,875 |