# St. Paul'S Episcopal Home, INC. 403(b) Plan
Source: https://planprovider.pro/companies/st-paul-s-episcopal-home-inc-403b-plan

> St. Paul'S Episcopal Home, INC.'s 403(b) plan: 752 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'S Episcopal Home, INC.

- **Sponsor EIN:** 952111196

- **Sponsor Address:** 328 MAPLE STREET, SAN DIEGO, CA, 92103

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

- **Total Participants:** 752

- **Total Assets:** $23.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|752|$23.2M|$1.2M|$2.3M|

| 2023|753|$20.7M|$325,859|$644,981|

## 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|

| NEWPORT GROUP, INC.|RECORD-KEEPER|$109,356|—|$109,356|

| FIRST REPUBLIC INVESTMENT MGMT|ADVISOR|$62,572|—|$62,572|

| THE BALDWIN GROUP WEALTH ADVISORS|ADVISOR|$12,083|—|$12,083|

| NEWPORT TRUST COMPANY|TRUSTEE|$8,717|—|$8,717|

| LAVINE, LOFGREN, MORRIS & ENGELBERG|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $192,728

- **Estimated Expense Ratio:** 0.830% 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|$192,727|$74,654|$85,326|—|—|

| 2023|$43,538|$18,148|$18,470|—|—|

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