Plan Snapshot
- Plan Sponsor: St. John'S University
- Sponsor EIN: 111630830
- Sponsor Address: 8000 UTOPIA PARKWAY, JAMAICA, NY, 11439
- Plan Type: 403(b)
- Total Participants: 3,106
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 3,106 | $1.4B | $13.3M | $17.3M |
| 2023 | 3,108 | $1.4B | $12.9M | $17.0M |
| 2022 | 3,335 | $1.2B | $12.2M | $15.9M |
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 | $135,964 | — | $135,964 |
| FIDUCIENT ADVISORS, LLC | NONE | $101,398 | — | $101,398 |
| FIDELITY INV INST OPERATIONS CO INC | NONE | $69,165 | — | $69,165 |
| GRANT THORNTON LLP | NONE | $27,780 | — | $27,780 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- FIDELITY INV INST OPERATIONS CO INC — NONE
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $334,307
- Estimated Expense Ratio: 0.023% 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 | $334,307 | $101,398 | $1,767 | $27,780 | — |
| 2023 | $326,846 | $97,287 | $133 | $25,750 | — |
| 2022 | $262,186 | $75,987 | — | — | $25,750 |