# The Wellington School 403(b) Plan
Source: https://planprovider.pro/companies/the-wellington-school-403b-plan

> The Wellington School's 403(b) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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