# Wendell Foster'S Campus For Developmental Disabilities, INC. 403(b) Plan
Source: https://planprovider.pro/companies/wendell-foster-s-campus-for-developmental-disabilities-inc-610490868-001

> Wendell Foster'S Campus For Developmental Disabilities, INC.'s 403(b) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wendell Foster'S Campus For Developmental Disabilities, INC.

- **Sponsor EIN:** 610490868

- **Sponsor Address:** 815 TRIPLETT STREET, OWENSBORO, KY, 42303

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 341

- **Total Assets:** $13.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|341|$13.2M|$535,685|$736,904|

| 2023|340|$13.3M|$529,585|$707,116|

| 2022|350|$11.1M|$493,716|$641,055|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$62,489|—|$62,489|

| EDWARD JONES|Investment Advisor|—|$19,547|$19,547|

| EBELHAR WHITEHEAD PLLC|Other Service Provider|$7,761|—|$7,761|

| RETIREMENT MANAGEMENT SERVICES, LLC|Recordkeeper|—|$6,392|$6,392|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,189

- **Estimated Expense Ratio:** 0.730% 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|$70,250|—|$62,489|$7,761|—|

| 2023|$57,603|—|$57,603|—|—|

| 2022|$50,599|$700|$43,879|—|$6,020|

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