# West Virginia University Foundation, INC 403(b) Plan
Source: https://planprovider.pro/companies/west-virginia-university-foundation-inc-403b-plan

> West Virginia University Foundation, INC's 403(b) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Virginia University Foundation, INC

- **Sponsor EIN:** 556017181

- **Sponsor Address:** ONE WATERFRONT PLACE, 7TH FLOOR, MORGANTOWN, WV, 265071650

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

- **Total Participants:** 137

- **Total Assets:** $36.6M

## 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.|

| 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, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$1,475|—|$1,475|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/west-virginia-university-foundation-inc-403b-plan)

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