Plan Snapshot
- Plan Sponsor: Wesley Commons
- Sponsor EIN: 570524661
- Sponsor Address: 1110 MARSHALL ROAD, GREENWOOD, SC, 29646
- Plan Type: 403(b)
- Total Participants: 299
- Total Assets: $9.8M
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 | 299 | $9.8M | $284,985 | $533,565 |
| 2023 | 296 | $9.1M | $247,470 | $455,618 |
| 2022 | 250 | $7.4M | $234,022 | $430,282 |
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 |
|---|---|---|---|---|
| ELLIOT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOT DAVIS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,347 | $19,809 | — | — | — |
| 2023 | $52,034 | — | — | — | — |
| 2022 | $51,551 | $26,764 | — | — | $23,609 |