Plan Snapshot
- Plan Sponsor: The Watson Institute
- Sponsor EIN: 251561504
- Sponsor Address: 301 CAMP MEETING ROAD, SEWICKLEY, PA, 151438773
- Plan Type: DB
- Total Participants: 51
- Total Assets: $48.5M
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. |
|---|---|---|---|---|
| 2025 | 51 | $48.5M | $0 | $0 |
| 2024 | 53 | $46.8M | $0 | $0 |
| 2023 | 54 | $46.7M | $0 | $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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO INC. | 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 |
|---|---|---|---|---|---|
| 2025 | $139,106 | $2,104 | — | — | — |
| 2024 | $136,512 | $4,195 | — | — | — |
| 2023 | $129,723 | $129,723 | — | — | — |