Plan Snapshot
- Plan Sponsor: Wagner College
- Sponsor EIN: 135604699
- Sponsor Address: ONE CAMPUS ROAD, STATEN ISLAND, NY, 10301
- Plan Type: 403(b)
- Total Participants: 746
- Total Assets: $144.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 746 | $144.0M | $1.8M | $1.6M |
| 2023 | 428 | $133.0M | $1.7M | $1.5M |
| 2022 | 404 | $122.2M | $1.2M | $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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $28,090 | — | $28,090 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,090
- Estimated Expense Ratio: 0.020% 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 | $115,465 | $43,750 | $144 | $28,090 | — |
| 2023 | $58,686 | $26,250 | — | $26,500 | — |
| 2022 | $79,791 | $51,600 | — | — | $22,928 |