Plan Snapshot
- Plan Sponsor: The George Washington University
- Sponsor EIN: 530196584
- Sponsor Address: 44983 KNOLL SQUARE, SUITE 391, ASHBURN, VA, 20147
- Plan Type: 403(b)
- Total Participants: 8,147
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 8,147 | $1.6B | $0 | $43.4M |
| 2023 | 8,091 | $1.5B | $0 | $41.2M |
| 2022 | 7,884 | $1.4B | $0 | $39.1M |
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 |
|---|---|---|---|---|
| GRANT THORNTON, LLP | AUDITOR | $27,844 | — | $27,844 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $22,360 | — | $22,360 |
| COASTAL PENSION SERVICES | CONTRACT ADMINISTRATOR | $5,100 | — | $5,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,304
- Estimated Expense Ratio: 0.003% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $22,855 | — | $17,148 | — | — |