Plan Snapshot
- Plan Sponsor: Washington University In St. Louis
- Sponsor EIN: 430653611
- Sponsor Address: ONE BROOKINGS DRIVE, ST. LOUIS, MO, 63130
- Plan Type: 403(b)
- Total Participants: 27,547
- Total Assets: $7.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 27,547 | $7.5B | $161.4M | $189.4M |
| 2023 | 26,982 | $6.7B | $135.5M | $171.6M |
| 2022 | 18,770 | $5.9B | $115.3M | $152.3M |
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 | $1,261,497 | — | $1,261,497 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $75,000 | — | $75,000 |
| FORVIS MAZARS, LLP | NONE | $27,400 | — | $27,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,363,897
- Estimated Expense Ratio: 0.018% 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 | $1,368,312 | $75,000 | $155,911 | $27,400 | — |
| 2023 | $1,148,561 | $75,000 | $132,148 | $38,452 | — |
| 2022 | $993,967 | $93,999 | — | — | $24,050 |