Plan Snapshot
- Plan Sponsor: Wheeling University
- Sponsor EIN: 550394213
- Sponsor Address: 316 WASHINGTON AVE, WHEELING, WV, 26003
- Plan Type: 403(b)
- Total Participants: 140
- Total Assets: $43.4M
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 | 140 | $43.4M | $103,206 | $232,820 |
| 2023 | 131 | $40.3M | $91,684 | $221,322 |
| 2022 | 130 | $37.8M | $95,378 | $254,115 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $53,158 | — | $53,158 | — | — |
| 2023 | $43,221 | — | $43,221 | — | — |
| 2022 | $35,688 | — | $35,688 | — | — |