Plan Snapshot
- Plan Sponsor: Washington University In St. Louis
- Sponsor EIN: 430653611
- Sponsor Address: ONE BROOKINGS DRIVE, PO BOX 1190, ST. LOUIS, MO, 63130
- Plan Type: 401(k)
- Plan Number: 517
- Total Participants: 3,101
- Total Assets: $87.4M
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 | 3,101 | $87.4M | $0 | $3.7M |
| 2023 | 3,210 | $76.6M | $0 | $3.8M |
| 2022 | 3,181 | $63.9M | $0 | $3.7M |
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 | Recordkeeper | $34,025 | — | $34,025 |
| FORVIS MAZARS, LLP | Other Service Provider | $17,700 | — | $17,700 |
| CAPTRUST | Other Service Provider | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,725
- Estimated Expense Ratio: 0.071% 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 | $61,725 | $10,000 | — | $17,700 | — |
| 2023 | $43,890 | — | — | — | — |
| 2022 | $78,322 | — | — | — | $78,322 |