Plan Snapshot
- Plan Sponsor: Whittier College
- Sponsor EIN: 951644048
- Sponsor Address: 13406 PHILADELPHIA STREET, WHITTIER, CA, 90608
- Plan Type: 401(k)
- Plan Number: 508
- Total Participants: 168
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $2.3M | $51,155 | $25,067 |
| 2023 | 184 | $2.2M | $58,759 | $25,972 |
| 2022 | 193 | $1.9M | $66,077 | $25,562 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $22,038 | — | $22,038 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,038
- Estimated Expense Ratio: 0.946% 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 | $22,038 | — | $22,038 | — | — |
| 2023 | $21,673 | — | $21,673 | — | — |
| 2022 | $20,337 | — | $20,337 | — | — |