Plan Snapshot
- Plan Sponsor: Johnson & Wales University
- Sponsor EIN: 050306206
- Sponsor Address: 8 ABBOTT PARK PLACE, PROVIDENCE, RI, 029033703
- Plan Type: 401(k)
- Total Participants: 1,243
- Total Assets: $367.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,243 | $367.9M | $9.2M | $9.8M |
| 2023 | 1,214 | $343.0M | $8.7M | $9.4M |
| 2022 | 1,158 | $310.8M | $3.1M | $8.8M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $31,460 | — | $31,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,460
- Estimated Expense Ratio: 0.009% 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 | $514,414 | $98,373 | — | $31,460 | — |
| 2023 | $512,437 | $95,508 | — | $27,500 | — |
| 2022 | $292,204 | $94,096 | $129,656 | — | $32,750 |