Plan Snapshot
- Plan Sponsor: The Wistar Institute Of Anatomy And Biology
- Sponsor EIN: 236434390
- Sponsor Address: 3601 SPRUCE STREET, PHILADELPHIA, PA, 19104
- Plan Type: 403(b)
- Total Participants: 308
- Total Assets: $125.5M
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 | 308 | $125.5M | $2.6M | $1.8M |
| 2023 | 319 | $113.5M | $2.3M | $1.7M |
| 2022 | 301 | $99.7M | $2.1M | $1.5M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $52,761 | — | $52,761 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $16,898 | — | $16,898 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,659
- Estimated Expense Ratio: 0.056% 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 | $72,659 | $16,898 | — | — | — |
| 2023 | $66,024 | $22,166 | — | — | — |
| 2022 | $62,727 | $10,409 | — | — | — |