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)
- 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. |
|---|---|---|---|---|
| 2025 | 341 | $13.2M | $0 | $0 |
| 2024 | 340 | $13.3M | $0 | $0 |
| 2023 | 350 | $11.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| EBELHAR WHITEHEAD, PLLC | Auditor | $7,761 | — | $7,761 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,761
- Estimated Expense Ratio: 0.059% 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 |
|---|---|---|---|---|---|
| 2025 | $70,250 | — | $62,489 | $7,761 | — |
| 2024 | $57,603 | — | $57,603 | — | — |
| 2023 | $50,599 | $700 | $43,879 | — | $6,020 |