Plan Snapshot
- Plan Sponsor: Wabash College
- Sponsor EIN: 350868202
- Sponsor Address: 301 W WABASH AVE, CRAWFORDSVILLE, IN, 479332417
- Plan Type: 403(b)
- Total Participants: 541
- Total Assets: $119.2M
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 | 541 | $119.2M | $2.0M | $1.7M |
| 2023 | 532 | $107.9M | $1.9M | $1.7M |
| 2022 | 519 | $96.5M | $1.9M | $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 | $64,385 | — | $64,385 |
| PLAN PILOT, LLC | NONE | $41,756 | — | $41,756 |
| FORVIS LLP | NONE | $23,782 | — | $23,782 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- FORVIS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,923
- Estimated Expense Ratio: 0.109% 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 | $129,923 | — | $106,141 | $23,782 | — |
| 2023 | $116,214 | — | $86,553 | $29,661 | — |
| 2022 | $89,461 | — | $89,461 | — | — |