Board Of Trustees Of Whitman College 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees Of Whitman College
  • Sponsor EIN: 910567740
  • Sponsor Address: 345 BOYER AVENUE, WALLA WALLA, WA, 99362
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 663
  • Total Assets: $209.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023663$209.5M$3.7M$3.0M
2022547$193.3M$3.4M$2.9M

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