# Wgbh Educational Foundation 403(b) Plan
Source: https://planprovider.pro/companies/wgbh-educational-foundation-403b-plan

> Wgbh Educational Foundation's 403(b) plan: 896 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — CONTRACT

- [ONE DIGITAL INVESTMENT ADVISOR](https://planprovider.pro/provider/ameritas-retirement-plans) — INV. ADVISORY

- [CARON & BLETZER](https://planprovider.pro/provider/caron-bletzer) — LEGAL

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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