Plan Snapshot
- Plan Sponsor: Wgbh Educational Foundation
- Sponsor EIN: 042104397
- Sponsor Address: ONE GUEST STREET, BOSTON, MA, 02135
- Plan Type: 403(b)
- Total Participants: 896
- Total Assets: $361.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 896 | $361.3M | $2.7M | $6.8M |
| 2023 | 854 | $327.0M | $2.5M | $6.6M |
| 2022 | 1,129 | $287.2M | $2.4M | $6.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENT INST. OPERATION | RECORDKEEPING | $190,253 | — | $190,253 |
| TIAA-CREF | CONTRACT | $56,790 | — | $56,790 |
| ONE DIGITAL INVESTMENT ADVISOR | INV. ADVISORY | $38,000 | — | $38,000 |
| CARON & BLETZER | LEGAL | $23,200 | — | $23,200 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-CREF — CONTRACT
- ONE DIGITAL INVESTMENT ADVISOR — INV. ADVISORY
- CARON & BLETZER — LEGAL
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $308,243
- Estimated Expense Ratio: 0.085% 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 | $308,243 | $38,000 | $56,790 | — | — |
| 2023 | $375,328 | $38,000 | $82,847 | $21,800 | — |
| 2022 | $49,888 | — | $57,350 | — | — |