Plan Snapshot
- Plan Sponsor: Trustees Of The Hamline University Of Minnesota
- Sponsor EIN: 410693960
- Sponsor Address: 1536 HEWITT AVE, ST. PAUL, MN, 55104
- Plan Type: 403(b)
- Total Participants: 438
- Total Assets: $167.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 438 | $167.3M | $1.5M | $1.9M |
| 2023 | 429 | $159.5M | $1.4M | $2.0M |
| 2022 | 432 | $147.1M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $80,911 | — | $80,911 |
| PLANPILOT, LLC | NONE | $33,141 | — | $33,141 |
| CLIFTONLARSONALLEN LLP | NONE | $5,600 | — | $5,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,652
- Estimated Expense Ratio: 0.072% 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 | $119,652 | $33,141 | — | $5,600 | — |
| 2023 | $119,056 | $31,443 | — | $15,225 | — |
| 2022 | $98,434 | $29,734 | — | — | — |