Plan Snapshot
- Plan Sponsor: St. Mary'S College
- Sponsor EIN: 350868158
- Sponsor Address: 104 FACILITIES BUILDING, NOTRE DAME, IN, 46556
- Plan Type: 403(b)
- Total Participants: 849
- Total Assets: $143.7M
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 | 849 | $143.7M | $2.2M | $2.0M |
| 2023 | 807 | $135.5M | $2.0M | $1.7M |
| 2022 | 492 | $125.7M | $1.9M | $1.6M |
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 |
|---|---|---|---|---|
| PLANPILOT, LLC | NONE | $33,374 | — | $33,374 |
| TIAA | NONE | $15,020 | — | $15,020 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,394
- Estimated Expense Ratio: 0.034% 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 | $48,394 | $35,371 | $229 | — | — |
| 2023 | $55,679 | $40,897 | $168 | — | — |
| 2022 | $65,695 | $23,745 | — | — | $29,380 |