Plan Snapshot
- Plan Sponsor: Wesley Community Services Organization
- Sponsor EIN: 310537097
- Sponsor Address: 2091 RADCLIFF DR, CINCINNATI, OH, 45204
- Plan Type: 403(b)
- Total Participants: 143
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 143 | $2.5M | $163,457 | $274,837 |
| 2023 | 131 | $1.2M | $155,341 | $248,019 |
| 2022 | 132 | $1.0M | $139,072 | $242,404 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $15,397 | — | $15,397 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $8,910 | — | $8,910 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,307
- Estimated Expense Ratio: 0.975% 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 | $28,076 | $8,910 | — | — | — |
| 2023 | $982 | $825 | — | — | — |
| 2022 | $488 | — | — | — | — |