Plan Snapshot
- Plan Sponsor: Wildwood Programs
- Sponsor EIN: 222132752
- Sponsor Address: 1190 TROY SCHENECTADY ROAD, LATHAM, NY, 12110
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,195
- Total Assets: $44.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,195 | $44.9M | $2.0M | $1.7M |
| 2023 | 1,140 | $44.4M | $1.8M | $1.7M |
| 2022 | 1,072 | $33.5M | $1.4M | $1.4M |
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 |
|---|---|---|---|---|
| MMB&CO | Auditor | $6,000 | — | $6,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,000
- Estimated Expense Ratio: 0.013% 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 | $10,875 | — | — | $6,000 | — |
| 2023 | $14,975 | — | — | $10,500 | — |
| 2022 | $7,350 | — | — | — | — |