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

> William Penn University's 403(b) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Penn University

- **Sponsor EIN:** 420707120

- **Sponsor Address:** 201 TRUEBLOOD AVENUE, OSKALOOSA, IA, 525771799

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

- **Total Participants:** 165

- **Total Assets:** $28.2M

## 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:** No

## Plan Financials by Year

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

| 2024|165|$28.2M|$383,875|$580,733|

| 2023|163|$27.4M|$378,149|$565,227|

| 2022|155|$25.4M|$347,782|$495,114|

## 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|

| FORGE FINANCIAL|Auditor|—|—|$0|

## 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|$57,304|—|$57,263|—|—|

| 2023|$30,832|—|$27,945|—|—|

| 2022|$41,429|—|—|—|—|

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