Plan Snapshot
- Plan Sponsor: Westminster-Canterbury Of Winchester, INC
- Sponsor EIN: 521266582
- Sponsor Address: 300 WESTMINSTER-CANTERBURY DRIVE, WINCHESTER, VA, 226034216
- Plan Type: 403(b)
- Total Participants: 347
- Total Assets: $12.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 347 | $12.4M | $414,940 | $793,377 |
| 2023 | 315 | $10.7M | $372,047 | $704,725 |
| 2022 | 288 | $8.9M | $345,855 | $648,600 |
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 |
|---|---|---|---|---|
| BAKER TILEY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILEY US, 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 | $84,670 | $7,874 | $76,796 | — | — |
| 2023 | $69,609 | $6,403 | $63,206 | — | — |
| 2022 | $66,271 | — | $66,271 | — | — |