# Washington & Jefferson College 403(b) Plan
Source: https://planprovider.pro/companies/washington-jefferson-college-403b-plan

> Washington & Jefferson College's 403(b) plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/schneider-downs-and-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|—|—|

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