# Whittier College 401(k) Plan
Source: https://planprovider.pro/companies/whittier-college-951644048-508

> Whittier College's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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