Plan Snapshot
- Plan Sponsor: University Of Health Sciences And Pharmacy In St. Louis
- Sponsor EIN: 430652675
- Sponsor Address: 1 PHARMACY PLACE, SAINT LOUIS, MO, 63110
- Plan Type: 403(b)
- Total Participants: 239
- Total Assets: $69.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 239 | $69.4M | $819,450 | $1.6M |
| 2023 | 213 | $64.2M | $684,039 | $1.6M |
| 2022 | 263 | $58.4M | $317,495 | $1.5M |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 | $142,123 | — | $141,980 | — | — |
| 2023 | $128,393 | — | $123,197 | — | — |
| 2022 | $140,999 | — | $140,999 | — | — |