# St. Olaf College 403(b) Plan
Source: https://planprovider.pro/companies/st-olaf-college-403b-plan

> St. Olaf College's 403(b) plan: 862 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Olaf College

- **Sponsor EIN:** 410693979

- **Sponsor Address:** 1520 ST. OLAF AVENUE, NORTHFIELD, MN, 55057

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

- **Total Participants:** 862

- **Total Assets:** $326.9M

## 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:** No

## Plan Financials by Year

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

| 2024|862|$326.9M|$4.6M|$4.2M|

| 2023|798|$301.9M|$4.4M|$4.2M|

| 2022|769|$272.5M|$4.1M|$3.9M|

## 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|

| TIAA|NONE|$206,549|—|$206,549|

| MERCER INVESTMENT CONSULTING, INC.|NONE|$80,000|—|$80,000|

| BAKER TILLY US, LLP|NONE|$17,550|—|$17,550|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $304,099

- **Estimated Expense Ratio:** 0.093% 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|$304,099|$83,114|$487|$17,550|—|

| 2023|$262,607|$45,000|—|$14,750|—|

| 2022|$267,415|$59,250|—|—|$14,750|

## Similar Plans

- [University Of Northwestern - St. Paul](https://planprovider.pro/companies/university-of-northwestern-st-paul-401k-plan) — 844 participants

- [Carleton College](https://planprovider.pro/companies/carleton-college-403b-plan) — 930 participants

- [St. Catherine University](https://planprovider.pro/companies/st-catherine-university-plan-001) — 1,014 participants

- [Augsburg University](https://planprovider.pro/companies/augsburg-university-403b-plan) — 705 participants

- [Macalester College](https://planprovider.pro/companies/macalester-college-403b-plan) — 696 participants

- [College Of St. Scholastica, INC.](https://planprovider.pro/companies/college-of-st-scholastica-inc-403b-plan) — 685 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/st-olaf-college-403b-plan)

© 2026 PlanProvider.Pro