# Widener University 401(k) Plan
Source: https://planprovider.pro/companies/widener-university-401k-plan

> Widener University's 401(k) plan: 932 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Widener University

- **Sponsor EIN:** 231386178

- **Sponsor Address:** 1 UNIVERSITY PLACE, CHESTER, PA, 190135700

- **Plan Type:** 401(k)

- **Total Participants:** 932

- **Total Assets:** $424.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|932|$424.8M|$4.4M|$4.8M|

| 2023|857|$407.3M|$1.4M|$4.8M|

| 2022|832|$372.8M|$2.7M|$4.9M|

## 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|

| FIDUCIENT ADVISORS, LLC|NONE|$84,861|—|$84,861|

| CLIFTONLARSONALLEN LLP|NONE|$7,350|—|$7,350|

| TIAA|NONE|$5,020|—|$5,020|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,231

- **Estimated Expense Ratio:** 0.023% 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|$97,231|$84,861|—|$7,350|—|

| 2023|$29,453|$27,481|—|—|—|

| 2022|$53,794|$53,794|—|—|—|

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