Plan5500

St. Lawrence University 403(B) Retirement Plan — Form 5500 plan (St. Lawrence University)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, St. Lawrence University 403(B) Retirement Plan is a benefit plan reported by St. Lawrence University under EIN 15-0532239 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,826 participants and $329,050,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Lawrence University
EIN
15-0532239
Plan number
002
Plan type
2
Location
Canton, NY
Latest filing year
2023
Participants
1,826
End-of-year plan assets
$329,050,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,826H, C20241015135953NAL0028676161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$329,050,802
Net assets (EOY)
$329,050,802
Net assets (BOY)
$299,362,513

Income & contributions

Employer contributions
$4,349,967
Participant contributions
$4,287,542
Total contributions
$9,657,902
Total income / additions
$48,782,569

Expenses & distributions

Benefits paid
$18,901,912
Administrative expenses
$180,184
Total expenses
$19,094,280
Net increase / (decrease)
$29,688,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors, LLCnot reported in the loaded dataset$51,431not reported in the loaded dataset2023
Bonadio & Co. Llpnot reported in the loaded dataset$10,934not reported in the loaded dataset2023

Related Form 5500 pages