Plan Snapshot
- Plan Sponsor: Wheaton College
- Sponsor EIN: 042103638
- Sponsor Address: 26 E. MAIN STREET, NORTON, MA, 02766
- Plan Type: 403(b)
- Total Participants: 593
- Total Assets: $213.5M
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 | 593 | $213.5M | $1.5M | $2.7M |
| 2023 | 542 | $199.5M | $2.1M | $2.6M |
| 2022 | 565 | $180.9M | $2.5M | $2.5M |
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 | INVESTMENT PROVIDER | $98,057 | — | $98,057 |
| RSM US LLP | NONE | $26,865 | — | $26,865 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | $23,500 | — | $23,500 |
| THE ANGELL PENSION GROUP, INC | THIRD PARTY ADMIN | $13,668 | — | $13,668 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — INVESTMENT PROVIDER
- RSM US LLP — NONE
- GLOBAL RETIREMENT PARTNERS — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,090
- Estimated Expense Ratio: 0.076% 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 | $160,815 | — | $160,815 | — | — |
| 2023 | $139,597 | — | $139,597 | — | — |
| 2022 | $104,088 | — | $123,828 | — | — |