# Trustees Of The Hamline University Of Minnesota 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-the-hamline-university-of-minnesota-403b-plan

> Trustees Of The Hamline University Of Minnesota's 403(b) plan: 438 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|—|

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