Plan Snapshot
- Plan Sponsor: Warren Wilson College, INC.
- Sponsor EIN: 560767736
- Sponsor Address: PO BOX 9000, ASHEVILLE, NC, 28815
- Plan Type: 403(b)
- Total Participants: 198
- Total Assets: $41.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 198 | $41.9M | $112,719 | $600,607 |
| 2023 | 233 | $41.3M | $127,899 | $610,063 |
| 2022 | 222 | $38.3M | $122,789 | $512,664 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $69,648 | $11,433 | $58,215 | — | — |
| 2023 | $53,136 | — | $53,136 | — | — |
| 2022 | $50,866 | — | $50,866 | — | — |