Plan Snapshot
- Plan Sponsor: The Wellington School
- Sponsor EIN: 310977200
- Sponsor Address: 3650 REED ROAD, COLUMBUS, OH, 43220
- Plan Type: 403(b)
- Total Participants: 134
- Total Assets: $22.8M
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 | 134 | $22.8M | $472,135 | $739,256 |
| 2023 | 134 | $21.3M | $442,332 | $692,878 |
| 2022 | 131 | $18.9M | $380,768 | $626,744 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $45,729 | — | $45,729 | — | — |
| 2023 | $36,605 | — | $36,605 | — | — |
| 2022 | $15,782 | — | $15,782 | — | — |