# Wesleyan University 403(b) Plan
Source: https://planprovider.pro/companies/wesleyan-university-403b-plan

> Wesleyan University's 403(b) plan: 1,866 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wesleyan University

- **Sponsor EIN:** 060646959

- **Sponsor Address:** 55 HIGH STREET, MIDDLETOWN, CT, 064573401

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

- **Total Participants:** 1,866

- **Total Assets:** $688.1M

## 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|1,866|$688.1M|$11.4M|$9.9M|

| 2023|1,703|$633.3M|$5.4M|$4.5M|

## 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|

| FIDELITY INVESTMENTS|RECORDKEEPER|$83,117|—|$83,117|

| MP P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MP P.C.](https://planprovider.pro/provider/mp-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,117

- **Estimated Expense Ratio:** 0.012% 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|$180,248|—|—|—|—|

| 2023|$77,461|—|—|—|—|

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