Plan Snapshot
- Plan Sponsor: Wheaton College
- Sponsor EIN: 362182171
- Sponsor Address: 501 COLLEGE AVENUE, WHEATON, IL, 601875593
- Plan Type: 403(b)
- Total Participants: 1,354
- Total Assets: $238.7M
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 | 1,354 | $238.7M | $2.7M | $3.7M |
| 2023 | 1,026 | $228.2M | $2.7M | $3.6M |
| 2022 | 661 | $205.4M | $2.7M | $3.6M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA 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 | $56,973 | — | — | — | — |
| 2023 | $177,400 | $12,491 | $147,209 | $17,700 | — |
| 2022 | $176,474 | $12,870 | $163,604 | — | — |