# Gardner-Webb University , INC. 403(b) Plan
Source: https://planprovider.pro/companies/gardner-webb-university-inc-403b-plan

> Gardner-Webb University , INC.'s 403(b) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gardner-Webb University , INC.

- **Sponsor EIN:** 560529972

- **Sponsor Address:** PO BOX 997, BOILING SPRINGS, NC, 280170997

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

- **Total Participants:** 365

- **Total Assets:** $83.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|365|$83.3M|$1.1M|$1.1M|

| 2023|362|$80.8M|$1.2M|$1.2M|

| 2022|387|$72.5M|$1.1M|$1.2M|

## 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|

| TIAA|RECORDKEEPER|$68,155|—|$68,155|

| MCCANNON, ROGERS, DRISCOLL & ASSOC.|ADVISOR|$11,750|—|$11,750|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,905

- **Estimated Expense Ratio:** 0.096% of plan assets

### 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|$88,218|—|$88,218|—|—|

| 2023|$53,521|—|$53,521|—|—|

| 2022|$70,171|—|$70,171|—|—|

## Similar Plans

- [Lenoir-Rhyne University](https://planprovider.pro/companies/lenoir-rhyne-university-403b-plan) — 384 participants

- [Methodist University](https://planprovider.pro/companies/methodist-university-403b-plan) — 387 participants

- [Catawba College](https://planprovider.pro/companies/catawba-college-403b-plan) — 398 participants

- [Durham Academy, INC.](https://planprovider.pro/companies/durham-academy-inc-403b-plan) — 401 participants

- [Queens University Of Charlotte](https://planprovider.pro/companies/queens-university-of-charlotte-401k-plan) — 328 participants

- [Meredith College](https://planprovider.pro/companies/meredith-college-403b-plan) — 419 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gardner-webb-university-inc-403b-plan)

© 2026 PlanProvider.Pro