# Washington And Lee University 401(k) Plan
Source: https://planprovider.pro/companies/washington-and-lee-university-540505977-509

> Washington And Lee University's 401(k) plan: 457 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, 24450

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

- **Plan Number:** 509

- **Total Participants:** 457

- **Total Assets:** $2.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|457|$2.3M|$174,748|$0|

| 2023|434|$2.0M|$166,177|$0|

| 2022|414|$1.6M|$147,171|$0|

## 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|

| INSERO & CO. CPAS, 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Graham Holdings Company](https://planprovider.pro/companies/graham-holdings-company-530182885-503) — 24,956 participants

- [Stride, INC.](https://planprovider.pro/companies/stride-inc-401k-plan) — 8,364 participants

- [Stride, INC.](https://planprovider.pro/companies/stride-inc-954774668-501) — 8,272 participants

- [The George Washington University](https://planprovider.pro/companies/the-george-washington-university-403b-plan) — 8,147 participants

- [Graham Holdings Company](https://planprovider.pro/companies/graham-holdings-company-plan-009) — 6,579 participants

- [The Governing Committee Of The Section 403(B) Defined Contribution](https://planprovider.pro/companies/the-governing-committee-of-the-section-403-b-defined-contribution-403b-plan) — 6,105 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/washington-and-lee-university-540505977-509)

© 2026 PlanProvider.Pro