Plan Snapshot
- Plan Sponsor: Washington College
- Sponsor EIN: 520591691
- Sponsor Address: 300 WASHINGTON AVENUE, CHESTERTOWN, MD, 21620
- Plan Type: 403(b)
- Total Participants: 519
- Total Assets: $103.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 519 | $103.7M | $1.1M | $2.0M |
| 2023 | 496 | $95.7M | $854,681 | $1.8M |
| 2022 | 444 | $85.7M | $349,802 | $1.8M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $14,469 | — | $14,469 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,469
- Estimated Expense Ratio: 0.014% 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 | $70,881 | $13,500 | — | $14,469 | — |
| 2023 | $55,366 | $17,400 | — | — | — |
| 2022 | $66,219 | — | — | — | $66,219 |