Plan Snapshot
- Plan Sponsor: Robert W. Woodruff Foundation, INC.
- Sponsor EIN: 581695425
- Sponsor Address: 191 PEACHTREE STREET, NE, STE 3540, ATLANTA, GA, 303031799
- Plan Type: 403(b)
- Total Participants: 111
- Total Assets: $32.9M
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 | 111 | $32.9M | $716,140 | $508,584 |
| 2023 | 111 | $29.8M | $673,104 | $556,432 |
| 2022 | 110 | $27.0M | $629,925 | $500,125 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | ADMINISTRATOR | $23,544 | — | $23,544 |
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,544
- Estimated Expense Ratio: 0.071% 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 | $23,544 | — | $23,544 | — | — |
| 2023 | $16,577 | — | $16,577 | — | — |
| 2022 | $22,348 | — | — | — | — |