Plan Snapshot
- Plan Sponsor: St Thomas Aquinas College Section 403 B Plan
- Sponsor EIN: 132513162
- Sponsor Address: 125 ROUTE 340, SPARKILL, NY, 109761050
- Plan Type: 403(b)
- Total Participants: 180
- Total Assets: $72.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 180 | $72.6M | $802,040 | $1.4M |
| 2023 | 183 | $65.9M | $757,285 | $1.4M |
| 2022 | 180 | $59.1M | $719,756 | $1.4M |
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 |
|---|---|---|---|---|
| BERARD & ASSOCIATES CPAS P.C. | Auditor | — | — | $0 |
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 | $41,608 | — | $38,721 | — | — |
| 2023 | $31,321 | — | $29,634 | — | — |
| 2022 | $38,853 | — | $28,625 | — | — |