# Whitman-Walker Clinic, INC. 403(b) Plan
Source: https://planprovider.pro/companies/whitman-walker-clinic-inc-403b-plan

> Whitman-Walker Clinic, INC.&#39;s 403(b) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whitman-Walker Clinic, INC.

- **Sponsor EIN:** 521122122

- **Sponsor Address:** 1377 R STREET NW, WASHINGTON, DC, 20009

- **Plan Type:** 403(b)

- **Total Participants:** 311

- **Total Assets:** $25.4M

## 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|311|$25.4M|$717,148|$1.6M|

| 2023|322|$22.3M|$760,214|$1.5M|

| 2022|299|$19.0M|$754,632|$1.4M|

## 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 PC|Auditor|—|—|$0|

## 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|$8,221|—|$8,221|—|—|

| 2023|$5,255|—|$5,255|—|—|

| 2022|$6,022|—|$5,962|—|—|

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