# Wake Forest University 403(b) Plan
Source: https://planprovider.pro/companies/wake-forest-university-403b-plan

> Wake Forest University's 403(b) plan: 3,314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wake Forest University

- **Sponsor EIN:** 560532138

- **Sponsor Address:** 1834 WAKE FOREST ROAD, WINSTON SALEM, NC, 27109

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

- **Total Participants:** 3,314

- **Total Assets:** $889.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,314|$889.4M|$17.6M|$19.4M|

| 2023|3,215|$797.8M|$16.6M|$18.3M|

| 2022|3,071|$686.5M|$16.1M|$16.8M|

## 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|

| TIAA|NONE|$383,687|—|$383,687|

| CAPFINANCIAL PARTNERS, LLC|NONE|$250,479|—|$250,479|

| BUTLER & BURKE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $634,166

- **Estimated Expense Ratio:** 0.071% 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|$634,166|$250,479|$62,752|—|—|

| 2023|$443,014|$181,280|$3,122|—|—|

| 2022|$392,554|$130,997|—|—|—|

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