Plan Snapshot
- Plan Sponsor: Washington & Jefferson College
- Sponsor EIN: 250965601
- Sponsor Address: 60 SOUTH LINCOLN STREET, WASHINGTON, PA, 153014812
- Plan Type: 403(b)
- Total Participants: 322
- Total Assets: $61.8M
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 | 322 | $61.8M | $1.4M | $1.2M |
| 2023 | 331 | $54.5M | $1.5M | $1.1M |
| 2022 | 332 | $47.9M | $855,700 | $1.1M |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | NONE | $8,750 | — | $8,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,750
- 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 | $9,655 | — | $905 | $8,750 | — |
| 2023 | $725 | — | $725 | — | — |
| 2022 | $12,100 | — | $12,100 | — | — |