Plan Snapshot
- Plan Sponsor: St. Mary'S University
- Sponsor EIN: 741143128
- Sponsor Address: ONE CAMINO SANTA MARIA, SAN ANTONIO, TX, 782285433
- Plan Type: 403(b)
- Total Participants: 707
- Total Assets: $192.2M
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 | 707 | $192.2M | $2.3M | $3.6M |
| 2023 | 677 | $180.7M | $2.2M | $3.4M |
| 2022 | 767 | $169.5M | $2.1M | $3.3M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | $70,407 | — | $70,407 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,407
- Estimated Expense Ratio: 0.037% 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 | $252,856 | $116,255 | — | $70,407 | — |
| 2023 | $194,671 | $106,953 | — | $6,870 | — |
| 2022 | $180,489 | $171,664 | — | — | — |