Plan Snapshot
- Plan Sponsor: Westminster College
- Sponsor EIN: 430652617
- Sponsor Address: 501 WESTMINSTER AVE., FULTON, MO, 65251
- Plan Type: 403(b)
- Total Participants: 310
- Total Assets: $31.5M
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 | 310 | $31.5M | $249,547 | $517,857 |
| 2023 | 176 | $30.2M | $199,223 | $502,335 |
| 2022 | 229 | $28.1M | $236,141 | $503,194 |
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 |
|---|---|---|---|---|
| WILLIAMS KEEPERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS KEEPERS LLC — 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 | $55,466 | $37,554 | — | — | — |
| 2023 | $365 | $365 | — | — | — |
| 2022 | $293 | — | $293 | — | — |