Davis & Elkins College 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Davis & Elkins College
  • Sponsor EIN: 550357021
  • Sponsor Address: 100 CAMPUS DRIVE, ELKINS, WV, 262413971
  • Plan Type: 403(b)
  • Total Participants: 174
  • Total Assets: $25.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024174$25.0M$311,043$182,321
2023197$23.3M$295,919$181,237
2022183$20.8M$279,615$193,658

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
BROWN, EDWARDS & COMPANY, L.L.P.Auditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$27,572$27,572
2023$22,697$22,697
2022$21,568$21,568

Similar Plans