# Wheaton College 403(b) Plan
Source: https://planprovider.pro/companies/wheaton-college-403b-plan-001-3638

> Wheaton College's 403(b) plan: 593 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — NONE

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — 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|—|—|

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