Plan Ledger DOL Form 5500 · updated monthly

Saint Louis University403(b)

SAINT LOUIS UNIVERSITY 403(B) ANNUITY PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.05%

Saint Louis University reported $464,938 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 34th-largest of 1,393 plans among Missouri employers on file, and the 52nd of 3,091 in educational services. active participation has grown from 2,709 to 4,147 since 2022.

Plan summary
Net assets, end of year$962,438,566
Participants with balances7,586
Active participants4,147
Employer contributions—
Employee contributions$21,184,424
Employer contribution per active participant—
Average account balance$126,870
Benefits paid to participants$78,240,229
Plan auditDisclaimer of opinion
AuditorFORVIZ MAZARS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$962.4M · 7,586 accts
2023$909.9M · 6,563 accts
2022$841.6M · 7,571 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$293,437
Investment management$45,394
Audit (IQPA)$15,173
Total administrative$464,938
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
TIAA · Recordkeeping · Pension consulting$288,525
SAINT LOUIS UNIVERSITY$108,114
CAPFINANCIAL PARTNERS, LLC · Investment management$40,481
FORVIS MAZARS, LLP · Accounting / audit$15,173

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$464,938 · 0.05%
2023$448,256 · 0.05%
2022$343,049 · 0.04%
All plans at this employer2
SAINT LOUIS UNIVERSITY 403(B) ANNUITY PLAN403(b)
SAINT LOUIS UNIVERSITY RETIREMENT PLAN403(b)
Same employer
Similar plansEducational Services · Missouri
Long Island University NY$1.1B · 0.03%
Trustees of Tufts College MA$1.0B · 0.05%
Lehigh University PA$1.0B · 0.12%
Educational Testing Service NJ$982.3M · 0.02%
Research Foundation of Cuny NY$929.2M · 0.06%
Marquette University WI$926.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430654872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.