# Wake Forest University Baptist Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/wake-forest-university-baptist-medical-center-403b-plan

> Wake Forest University Baptist Medical Center's 403(b) plan: 21,020 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 Baptist Medical Center

- **Sponsor EIN:** 510190238

- **Sponsor Address:** MEDICAL CENTER BOULEVARD, WINSTON-SALEM, NC, 27157

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

- **Total Participants:** 21,020

- **Total Assets:** $3.6B

## 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|21,020|$3.6B|$126.2M|$148.3M|

| 2023|19,719|$3.2B|$131.6M|$134.8M|

| 2022|18,960|$2.7B|$101.0M|$124.1M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$1,231,526|—|$1,231,526|

| TIAA CREF|RECORD KEEPER|$250,264|—|$250,264|

| MORGAN STANLEY|INVESTMENT ADVISOR|$100,000|—|$100,000|

| CLIFTONLARSONALLEN|AUDITOR|$17,719|—|$17,719|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [TIAA CREF](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORD KEEPER

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [CLIFTONLARSONALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,599,509

- **Estimated Expense Ratio:** 0.044% 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|$1,595,044|$50,160|$295,639|$17,719|—|

| 2023|$1,714,997|$101,348|$324,889|$14,250|—|

| 2022|$2,009,331|$101,323|$454,127|—|$19,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wake-forest-university-baptist-medical-center-403b-plan)

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