Plan Snapshot
- Plan Sponsor: University Of St. Thomas
- Sponsor EIN: 410693970
- Sponsor Address: 2115 SUMMIT AVE, ST. PAUL, MN, 55105
- Plan Type: 403(b)
- Total Participants: 2,605
- Total Assets: $459.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,605 | $459.7M | $10.6M | $10.2M |
| 2023 | 2,357 | $422.5M | $10.6M | $9.9M |
| 2022 | 2,479 | $358.0M | $10.2M | $9.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $188,764 | $7,920 | — | — | — |
| 2023 | $778,815 | $5,799 | — | — | — |
| 2022 | $1,599,515 | $4,829 | — | — | — |