# Robert W. Woodruff Foundation, INC. 403(b) Plan
Source: https://planprovider.pro/companies/robert-w-woodruff-foundation-inc-403b-plan

> Robert W. Woodruff Foundation, INC.'s 403(b) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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