Plan Snapshot
- Plan Sponsor: Wells College
- Sponsor EIN: 150532276
- Sponsor Address: 170 MAIN STREET, AURORA, NY, 130269747
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 0 | $0 | $154,020 | $322,543 |
| 2023 | 107 | $45.4M | $260,779 | $556,604 |
| 2022 | 102 | $42.7M | $185,957 | $556,375 |
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 |
|---|---|---|---|---|
| FIDUCIARY INVESTMENT ADVISORS, LLC | Other Service Provider | $52,460 | — | $52,460 |
| TIAA - TEACHERS INSURANCE AND ANNUI | Other Service Provider | $15,748 | — | $15,748 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — Other Service Provider
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,208
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 | $23,162 | — | $23,162 | — | — |
| 2023 | $34,397 | — | $34,105 | — | — |
| 2022 | $23,824 | — | $23,824 | — | — |