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

> Southern Wesleyan University's 403(b) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Wesleyan University

- **Sponsor EIN:** 570324936

- **Sponsor Address:** 907 WESLEYAN DRIVE, CENTRAL, SC, 296301020

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

- **Total Participants:** 168

- **Total Assets:** $23.8M

## 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|168|$23.8M|$211,630|$174,231|

| 2023|154|$24.0M|$198,660|$203,158|

| 2022|151|$22.0M|$202,474|$227,298|

## 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|

| CAPINCROUSE LLP|Auditor|—|—|$0|

## 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|$25|—|$25|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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