Plan Snapshot
- Plan Sponsor: Whyy, INC.
- Sponsor EIN: 231438083
- Sponsor Address: 150 N. 6TH STREET, PHILADELPHIA, PA, 19106
- Plan Type: 403(b)
- Total Participants: 280
- Total Assets: $44.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 280 | $44.6M | $786,944 | $1.3M |
| 2023 | 224 | $41.9M | $680,747 | $1.2M |
| 2022 | 231 | $36.2M | $641,091 | $1.1M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $36,018 | — | $36,018 |
| MAILLIE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- MAILLIE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,018
- Estimated Expense Ratio: 0.081% 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 | $36,229 | — | $36,229 | — | — |
| 2023 | $34,295 | $102 | $34,193 | — | — |
| 2022 | $31,757 | — | $31,757 | — | — |