# Western New England University 403(b) Plan
Source: https://planprovider.pro/companies/western-new-england-university-403b-plan

> Western New England University's 403(b) plan: 865 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western New England University

- **Sponsor EIN:** 042108376

- **Sponsor Address:** 1215 WILBRAHAM ROAD, SPRINGFIELD, MA, 01119

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

- **Total Participants:** 865

- **Total Assets:** $287.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|865|$287.5M|$2.3M|$4.5M|

| 2023|871|$266.6M|$1.6M|$4.2M|

| 2022|858|$244.2M|$870,270|$4.0M|

## 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|

| TIAA|NONE|$70,972|—|$70,972|

| FIDUCIENT ADVISORS, LLC|NONE|$54,791|—|$54,791|

| CBIZ CPAS, P.C.|NONE|$23,240|—|$23,240|

| THE ANGELL PENSION GROUP, INC.|NONE|$11,376|—|$11,376|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,379

- **Estimated Expense Ratio:** 0.056% 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|$161,864|—|$161,864|—|—|

| 2023|$133,964|—|$133,964|—|—|

| 2022|$123,401|—|$123,401|—|—|

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