Plan Snapshot
- Plan Sponsor: Texas Wesleyan University
- Sponsor EIN: 750800691
- Sponsor Address: 1201 WESLEYAN ST, FORT WORTH, TX, 761051536
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 310 | $21.5M | $993,144 | $0 |
| 2023 | 283 | $19.9M | $714,210 | $0 |
| 2022 | 300 | $17.6M | $566,929 | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $1,335 | — | $1,335 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,335
- Estimated Expense Ratio: 0.006% 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 | $49,404 | — | $1,119 | $1,335 | — |
| 2023 | $51,139 | $914 | — | $8,692 | — |
| 2022 | $50,656 | — | — | — | — |