# St. Joseph'S University, New York 403(b) Plan
Source: https://planprovider.pro/companies/st-joseph-s-university-new-york-403b-plan

> St. Joseph'S University, New York's 403(b) plan: 490 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Joseph'S University, New York

- **Sponsor EIN:** 111733439

- **Sponsor Address:** 245 CLINTON AVENUE, SUITE 109, BROOKLYN, NY, 11205

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

- **Total Participants:** 490

- **Total Assets:** $136.2M

## 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|490|$136.2M|$2.3M|$2.2M|

| 2023|511|$128.0M|$2.4M|$2.3M|

| 2022|576|$111.7M|$2.3M|$2.3M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$2,478|—|$165|—|—|

| 2023|$1,940|—|—|—|—|

| 2022|$645|—|—|—|—|

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