# Outward Bound INC. 403(b) Plan
Source: https://planprovider.pro/companies/outward-bound-inc-403b-plan

> Outward Bound INC.'s 403(b) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Outward Bound INC.

- **Sponsor EIN:** 042375956

- **Sponsor Address:** 4845 PEARL EAST CIR STE. 118, BOULDER, CO, 803016112

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

- **Total Participants:** 21

- **Total Assets:** $10.9M

## 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|21|$10.9M|$61,326|$185,805|

| 2023|18|$10.1M|$41,307|$72,163|

| 2022|3|$3.5M|$0|$0|

## 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|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## 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|$8|—|$8|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Patrick Tash Education Group INC.](https://planprovider.pro/companies/patrick-tash-education-group-inc-401k-plan) — 20 participants

- [National Institute For Trial Advocacy- Dba Nita](https://planprovider.pro/companies/national-institute-for-trial-advocacy-dba-nita-401k-plan) — 24 participants

- [Ascent Classical Academies](https://planprovider.pro/companies/ascent-classical-academies-401k-plan) — 28 participants

- [Happy Hearts Development Center INC.](https://planprovider.pro/companies/happy-hearts-development-center-inc-401k-plan) — 34 participants

- [Education Commission Of The States](https://planprovider.pro/companies/education-commission-of-the-states-403b-plan-001) — 35 participants

- [De Castro Consolidated, INC.](https://planprovider.pro/companies/de-castro-consolidated-inc-401k-plan) — 5 participants

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

© 2026 PlanProvider.Pro