Plan Snapshot
- Plan Sponsor: Whitworth University
- Sponsor EIN: 910473310
- Sponsor Address: 300 WEST HAWTHORNE ROAD, SPOKANE, WA, 99251
- Plan Type: 401(k)
- Plan Number: 520
- Total Participants: 359
- Total Assets: $2.7M
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 | 359 | $2.7M | $142,717 | $13,833 |
| 2023 | 370 | $2.4M | $220,059 | $15,529 |
| 2022 | 373 | $2.0M | $223,029 | $17,544 |
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 | $22,973 | — | $22,973 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,973
- Estimated Expense Ratio: 0.842% 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 | $22,973 | — | $22,973 | — | — |
| 2023 | $23,010 | — | $23,010 | — | — |
| 2022 | $21,804 | — | $21,804 | — | — |