# Washington And Lee University 401(k) Plan
Source: https://planprovider.pro/companies/washington-and-lee-university-401k-plan

> Washington And Lee University's 401(k) plan: 1,044 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Washington And Lee University

- **Sponsor EIN:** 540505977

- **Sponsor Address:** 204 WEST WASHINGTON STREET, LEXINGTON, VA, 244502122

- **Plan Type:** 401(k)

- **Total Participants:** 1,044

- **Total Assets:** $436.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|1,044|$436.9M|$7.7M|$7.6M|

| 2023|1,079|$407.5M|$7.3M|$7.3M|

| 2022|1,288|$365.3M|$7.0M|$6.9M|

## 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|$226,015|—|$226,015|

| SAGEVIEW ADVISORY GROUP, LLC|NONE|$99,303|—|$99,303|

| FIDELITY INV INST OPER COMPANY, INC|NONE|$51,752|—|$51,752|

| INSERO AND COMPANY, CPAS, P.C.|NONE|$16,625|—|$16,625|

| INSERO AND CO. CPAS, LLP|Auditor|$16,625|—|$16,625|

| THE ANGELL PENSION GROUP, INC.|NONE|$8,012|—|$8,012|

### 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

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [FIDELITY INV INST OPER COMPANY, INC](https://planprovider.pro/provider/fidelity-investments) — NONE

- [INSERO AND CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $418,332

- **Estimated Expense Ratio:** 0.096% 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|$401,707|$99,303|$234,027|$16,625|—|

| 2023|$349,235|$109,621|$1,207|$13,650|—|

| 2022|$372,191|—|$295,517|—|—|

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