Plan Snapshot
- Plan Sponsor: The Wilderness Society
- Sponsor EIN: 530167933
- Sponsor Address: 1801 PENNSYLVANIA AVENUE, SUITE 200, WASHINGTON, DC, 20006
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 140
- Total Assets: $25.7M
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. |
|---|---|---|---|---|
| 2024 | 140 | $25.7M | $700 | $1.9M |
| 2023 | 167 | $22.9M | $0 | $2.0M |
| 2022 | 169 | $18.0M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $41,645 | — | $41,645 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $18,760 | — | $18,760 |
| VANGUARD ADVISERS INC. | Recordkeeper | $13,127 | — | $13,127 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,532
- Estimated Expense Ratio: 0.286% 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 | $73,232 | — | — | — | — |
| 2023 | $61,220 | — | — | — | — |
| 2022 | $64,704 | — | — | — | — |