# William Peace University 403(b) Plan
Source: https://planprovider.pro/companies/william-peace-university-403b-plan

> William Peace University's 403(b) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Peace University

- **Sponsor EIN:** 560529988

- **Sponsor Address:** 15 EAST PEACE ST., RALEIGH, NC, 27604

- **Plan Type:** 403(b)

- **Total Participants:** 136

- **Total Assets:** $22.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|136|$22.7M|$229,551|$556,917|

| 2023|136|$20.3M|$211,607|$527,409|

| 2022|139|$18.0M|$203,643|$527,673|

## 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|

| TIAA|RECORDKEEPER|$28,017|—|$28,017|

| VERITY ASSET MANAGEMENT, INC.|ADVISOR|$15,414|—|$15,414|

| CAPITAL ASSET ADVISORY SVCS|ADVISOR|$15,307|—|$15,307|

| AC CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [CAPITAL ASSET ADVISORY SVCS](https://planprovider.pro/provider/cg-financial-services) — ADVISOR

- [AC CPA, PLLC](https://planprovider.pro/provider/ac-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,738

- **Estimated Expense Ratio:** 0.258% 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|$58,662|$10,920|$47,742|—|—|

| 2023|$49,107|—|$39,534|—|—|

| 2022|$46,940|$9,570|$37,370|—|—|

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