Plan Snapshot
- Plan Sponsor: West Virginia University Foundation
- Sponsor EIN: 556017181
- Sponsor Address: ONE WATERFRONT PLACE, MORGANTOWN, WV, 265071650
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 280
- Total Assets: $41.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 280 | $41.3M | $0 | $0 |
| 2024 | 137 | $36.6M | $1.6M | $28,262 |
| 2023 | 141 | $32.1M | $1.6M | $832,615 |
| 2022 | 135 | $26.0M | $1.4M | $676,425 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $3,426,676 | — | $800 | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,475 | — | $1,475 | — | — |