University of Saint Mary 401(k) match, vesting and fees
What University of Saint Mary's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Pickett Chaney & Mcmullen (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| University of Saint Mary: employer contribution per participant | $2,575 | |
| Peer median | $1,917 |
| University of Saint Mary: average balance | $44,764 | |
| Peer median | $58,404 |
| University of Saint Mary: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.5M at the end of plan year 2023 to $14.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 626 | $14.2M | $819K | $2,575 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 874 | $12.5M | $554K | $1,689 | 0.33% | Not published | Form 5500 ↗ |
Other University of Saint Mary plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University of Saint Mary 403(b) Dc Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Stephen M. Connelly, Cpa, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
University of Saint Mary 403(b) Tda Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does University of Saint Mary match 401(k) contributions?
The match terms for the University of Saint Mary 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $819K in employer contributions, about $2,575 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Saint Mary 401(k) match vested?
The vesting schedule for the University of Saint Mary 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Saint Mary 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price Rps, Inc.. The plan administrator is University of Saint Mary, Inc.
I left University of Saint Mary. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University of Saint Mary, Inc, (913) 758-4372) or the recordkeeper, T. Rowe Price Rps, Inc.. The University of Saint Mary old 401(k) page lists the contacts from every plan filing. Find an old University of Saint Mary 401(k)
Data from the public Form 5500 annual reports University of Saint Mary filed with the U.S. Department of Labor (plan years 2021 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with University of Saint Mary. Not financial advice. Report a correction · Methodology