Plan Snapshot
- Plan Sponsor: Wilmington College
- Sponsor EIN: 310537514
- Sponsor Address: 1870 QUAKER WAY, WILMINGTON, OH, 451772499
- Plan Type: 403(b)
- Total Participants: 167
- Total Assets: $50.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 167 | $50.2M | $521,239 | $575,718 |
| 2023 | 234 | $51.2M | $487,891 | $545,628 |
| 2022 | 232 | $47.8M | $509,829 | $619,553 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — 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 | $400 | — | — | — | — |
| 2023 | $12,762 | $12,387 | — | — | — |
| 2022 | $670 | — | — | — | — |