# St. Olaf College 401(k) Plan
Source: https://planprovider.pro/companies/st-olaf-college-410693979-513

> St. Olaf College's 401(k) plan: 527 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:** 401(k)

- **Plan Number:** 513

- **Total Participants:** 527

- **Total Assets:** $16.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|527|$16.3M|$842,182|$374,681|

| 2023|585|$15.0M|$680,514|$406,317|

| 2022|582|$13.2M|$575,397|$396,377|

## 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|

| EMERITI RETIREE HEALTH SOLUTIONS|Other Service Provider|$88,050|—|$88,050|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,050

- **Estimated Expense Ratio:** 0.539% 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|$88,050|—|$88,050|—|—|

| 2023|$89,678|—|$89,678|—|—|

| 2022|$87,014|—|$87,014|—|—|

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