Plan Snapshot
- Plan Sponsor: St Lukes Episcopal School Retirement Fun
- Sponsor EIN: 636005690
- Sponsor Address: 1400 UNIVERSITY BLVD SOUTH, MOBILE, AL, 366092947
- Plan Type: 403(b)
- Total Participants: 54
- Total Assets: $4.0M
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 | 54 | $4.0M | $40,166 | $71,994 |
| 2022 | 57 | $3.5M | $37,637 | $88,956 |
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 |
|---|---|---|---|---|
| THE KBA GROUP, PC | Auditor | — | — | $0 |
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 | $336,970 | — | $25 | — | — |
| 2022 | $25 | $25 | — | — | — |