# Roberts Wesleyan University 403(b) Plan
Source: https://planprovider.pro/companies/roberts-wesleyan-university-403b-plan

> Roberts Wesleyan University's 403(b) plan: 793 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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