Plan Snapshot
- Plan Sponsor: Westminster School
- Sponsor EIN: 730730839
- Sponsor Address: 600 NW 44 STREET, OKLAHOMA CITY, OK, 73118
- Plan Type: 403(b)
- Total Participants: 91
- Total Assets: $13.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 91 | $13.2M | $338,438 | $278,556 |
| 2023 | 127 | $12.3M | $315,811 | $269,857 |
| 2022 | 120 | $11.1M | $300,990 | $254,090 |
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 | Other Service Provider | $16,458 | — | $16,458 |
| TWO WEST CAPITAL ADVISORS | Other Service Provider | $10,965 | — | $10,965 |
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Other Service Provider
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,423
- Estimated Expense Ratio: 0.207% 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 | $27,798 | $10,965 | $16,458 | — | — |
| 2023 | $27,123 | $9,483 | $17,640 | — | — |
| 2022 | $43,932 | — | $43,932 | — | — |