Plan Snapshot
- Plan Sponsor: Tennessee Wesleyan University
- Sponsor EIN: 620476661
- Sponsor Address: 204 EAST COLLEGE STREET, ATHENS, TN, 37303
- Plan Type: 403(b)
- Total Participants: 152
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $14.8M | $304,388 | $305,547 |
| 2023 | 148 | $14.4M | $302,917 | $302,152 |
| 2022 | 194 | $13.0M | $295,491 | $305,180 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | 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 | $15,212 | $15,212 | — | — | — |
| 2023 | $10,896 | — | $10,896 | — | — |
| 2022 | $10,935 | — | $10,935 | — | — |