# Transitions Of Western Illinois, INC. 403(b) Plan
Source: https://planprovider.pro/companies/transitions-of-western-illinois-inc-403b-plan

> Transitions Of Western Illinois, INC.'s 403(b) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Transitions Of Western Illinois, INC.

- **Sponsor EIN:** 370971282

- **Sponsor Address:** 4409 MAINE STREET, P.O. BOX 3646, QUINCY, IL, 62305

- **Plan Type:** 403(b)

- **Total Participants:** 234

- **Total Assets:** $10.7M

## 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|234|$10.7M|$140,541|$347,441|

| 2023|241|$9.1M|$152,629|$283,937|

| 2022|226|$7.7M|$123,720|$309,038|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$32,468|—|$32,468|

| MERRILL LYNCH|ADVISOR|$19,466|—|$19,466|

| GRAY HUNTER STENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — ADVISOR

- [GRAY HUNTER STENN LLP](https://planprovider.pro/provider/gray-hunter-stenn-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,934

- **Estimated Expense Ratio:** 0.484% 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|$51,934|$19,466|$32,468|—|—|

| 2023|$42,371|$11,898|$30,473|—|—|

| 2022|$40,385|$16,239|$24,146|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/transitions-of-western-illinois-inc-403b-plan)

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