Plan Snapshot
- Plan Sponsor: Roberts Wesleyan University
- Sponsor EIN: 160743126
- Sponsor Address: 2301 WESTSIDE DR, ROCHESTER, NY, 146241933
- Plan Type: 403(b)
- Total Participants: 793
- Total Assets: $45.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 793 | $45.0M | $185,100 | $1.2M |
| 2023 | 740 | $43.9M | $343,590 | $1.2M |
| 2022 | 399 | $40.8M | $188,184 | $1.2M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | NONE | $18,872 | — | $18,872 |
| FORVIS MAZARS, LLP | NONE | $7,270 | — | $7,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,142
- Estimated Expense Ratio: 0.058% 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 | $120,135 | $18,872 | $374 | $7,270 | — |
| 2023 | $130,395 | $42,915 | — | — | — |
| 2022 | $112,891 | $24,594 | — | — | — |