# Wentworth Institute Of Technology, INC. 403(b) Plan
Source: https://planprovider.pro/companies/wentworth-institute-of-technology-inc-403b-plan

> Wentworth Institute Of Technology, INC.'s 403(b) plan: 798 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wentworth Institute Of Technology, INC.

- **Sponsor EIN:** 041958460

- **Sponsor Address:** 550 HUNTINGTON AVENUE, BOSTON, MA, 02115

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

- **Total Participants:** 798

- **Total Assets:** $223.0M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|798|$223.0M|$5.1M|$3.5M|

| 2023|930|$201.2M|$4.6M|$3.1M|

| 2022|2,034|$177.4M|$4.3M|$2.9M|

## 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|$123,978|—|$123,978|

| FIDUCIENT ADVISORS LLC|INVESTMENT ADVISOR|$35,602|—|$35,602|

| CBIZ CPAS P.C.|AUDITOR|$14,750|—|$14,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $174,330

- **Estimated Expense Ratio:** 0.078% 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|$173,754|$173,754|—|—|—|

| 2023|$138,747|—|$138,747|—|—|

| 2022|$139,892|—|$139,892|—|—|

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