# Dakota Wesleyan University 403(b) Plan
Source: https://planprovider.pro/companies/dakota-wesleyan-university-403b-plan

> Dakota Wesleyan University's 403(b) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dakota Wesleyan University

- **Sponsor EIN:** 460224589

- **Sponsor Address:** 1200 UNIVERSITY AVENUE, MITCHELL, SD, 573014398

- **Plan Type:** 403(b)

- **Total Participants:** 149

- **Total Assets:** $19.0M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|149|$19.0M|$320,241|$449,519|

| 2023|141|$18.5M|$318,901|$455,435|

| 2022|144|$16.9M|$296,086|$437,869|

## 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|

| COULTER & JUSTUS|Auditor|—|—|$0|

## 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|$38,294|—|$38,183|—|—|

| 2023|$55,745|—|$52,858|—|—|

| 2022|$53,309|—|$53,309|—|—|

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