# St. Lukes Foundation, INC. 403(b) Plan
Source: https://planprovider.pro/companies/st-lukes-foundation-inc-403b-plan

> St. Lukes Foundation, INC.'s 403(b) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Lukes Foundation, INC.

- **Sponsor EIN:** 237099149

- **Sponsor Address:** 377 NORTH WILTON ROAD, NEW CANAAN, CT, 068402317

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

- **Total Participants:** 139

- **Total Assets:** $49.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|139|$49.0M|$1.2M|$1.4M|

| 2023|146|$41.9M|$1.1M|$1.3M|

| 2022|145|$38.6M|$1.1M|$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|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$24,714|—|$24,714|—|—|

| 2023|$24,167|—|$24,167|—|—|

| 2022|$22,747|—|$22,747|—|—|

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