# St. Paul Academy And Summit School 403(b) Plan
Source: https://planprovider.pro/companies/st-paul-academy-and-summit-school-403b-plan

> St. Paul Academy And Summit School's 403(b) plan: 457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|$11,500|—|$11,500|

| CAPFINANCIAL PARTNERS, LLC|ADVISOR|$10,747|—|$10,747|

### Verified Provider Profiles

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

- [OLSEN THIELEN & CO. LTD](https://planprovider.pro/provider/olsen-thielen-and-co-ltd) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,247

- **Estimated Expense Ratio:** 0.036% 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|$31,764|—|—|—|—|

| 2023|$28,908|—|—|—|—|

| 2022|$23,744|—|$23,744|—|—|

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