# The George Washington University 403(b) Plan
Source: https://planprovider.pro/companies/the-george-washington-university-403b-plan

> The George Washington University's 403(b) plan: 8,147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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