Plan Snapshot
- Plan Sponsor: The College Of Wooster
- Sponsor EIN: 340714654
- Sponsor Address: 536 E WAYNE AVE, WOOSTER, OH, 44691
- Plan Type: 403(b)
- Total Participants: 568
- Total Assets: $242.3M
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 | 568 | $242.3M | $3.4M | $2.3M |
| 2023 | 558 | $230.5M | $3.3M | $2.4M |
| 2022 | 497 | $209.8M | $3.5M | $2.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 0.004% 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 | $80,816 | $68,272 | $2,119 | $8,500 | — |
| 2023 | $80,546 | $64,331 | $605 | $12,000 | — |
| 2022 | $76,747 | $61,273 | — | — | $1,500 |