Plan Snapshot
- Plan Sponsor: Western New York Public Broadcasting Association
- Sponsor EIN: 160834459
- Sponsor Address: 140 LOWER TERRACE, BUFFALO, NY, 14240
- Plan Type: 403(b)
- Total Participants: 75
- Total Assets: $27.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 75 | $27.7M | $308,555 | $280,884 |
| 2023 | 79 | $25.5M | $278,251 | $286,388 |
| 2022 | 74 | $23.6M | $274,566 | $300,195 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | NONE | $30,765 | — | $30,765 |
| TIAA | NONE | $8,567 | — | $8,567 |
| LUMSDEN & MCCORMICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- TIAA — NONE
- LUMSDEN & MCCORMICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,332
- Estimated Expense Ratio: 0.142% 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 | $39,332 | $30,765 | — | — | — |
| 2023 | $27,405 | $22,500 | — | — | — |
| 2022 | $31,257 | $30,000 | — | — | — |