Plan Snapshot
- Plan Sponsor: William Jewell College
- Sponsor EIN: 440545914
- Sponsor Address: 500 COLLEGE HILL, LIBERTY, MO, 64068
- Plan Type: 403(b)
- Total Participants: 201
- Total Assets: $53.6M
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 | 201 | $53.6M | $536,903 | $1.0M |
| 2023 | 204 | $49.7M | $550,276 | $1.1M |
| 2022 | 206 | $44.7M | $562,024 | $1.0M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $94,388 | $24,217 | $201 | — | — |
| 2023 | $68,961 | $25,440 | $1,149 | — | — |
| 2022 | $15,000 | — | $15,000 | — | — |