Plan Snapshot
- Plan Sponsor: Western Seminary
- Sponsor EIN: 930429022
- Sponsor Address: 5511 SE HAWTHORNE BLVD, PORTLAND, OR, 972153367
- Plan Type: 403(b)
- Total Participants: 89
- Total Assets: $5.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $5.1M | $96,896 | $376,521 |
| 2023 | 85 | $5.3M | $93,514 | $387,601 |
| 2022 | 97 | $4.3M | $87,297 | $353,643 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $24,296 | — | $24,296 | — | — |
| 2023 | $26,496 | — | $24,844 | — | — |
| 2022 | $20,956 | — | $20,956 | — | — |