Plan Snapshot
- Plan Sponsor: The Wheeler School
- Sponsor EIN: 050259101
- Sponsor Address: 216 HOPE STREET, PROVIDENCE, RI, 029062214
- Plan Type: 403(b)
- Total Participants: 220
- Total Assets: $70.3M
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 | 220 | $70.3M | $1.2M | $1.5M |
| 2023 | 228 | $64.8M | $1.1M | $1.5M |
| 2022 | 215 | $57.9M | $836,033 | $1.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $31,169 | — | $31,169 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,169
- Estimated Expense Ratio: 0.044% 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 | $73,791 | — | $42,622 | $31,169 | — |
| 2023 | $40,586 | — | $34,530 | $6,056 | — |
| 2022 | $14,339 | — | $14,339 | — | — |