Plan Snapshot
- Plan Sponsor: St. Paul Academy And Summit School
- Sponsor EIN: 410943433
- Sponsor Address: 1712 RANDOLPH AVENUE, ST. PAUL, MN, 55105
- Plan Type: 403(b)
- Total Participants: 457
- Total Assets: $61.4M
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 | 457 | $61.4M | $1.6M | $816,922 |
| 2023 | 439 | $56.9M | $1.3M | $991,663 |
| 2022 | 251 | $50.4M | $1.3M | $1.0M |
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 |
|---|---|---|---|---|
| OLSEN THIELEN & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OLSEN THIELEN & CO., LTD — 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 | $31,764 | — | — | — | — |
| 2023 | $28,908 | — | — | — | — |
| 2022 | $23,744 | — | $23,744 | — | — |