# Wilmington Friends School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/wilmington-friends-school-inc-plan

> Wilmington Friends School, INC.'s 403(b) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilmington Friends School, INC.

- **Sponsor EIN:** 510064310

- **Sponsor Address:** 101 SCHOOL ROAD, WILMINGTON, DE, 198034522

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

- **Total Participants:** 147

- **Total Assets:** $54.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|147|$54.5M|$697,016|$701,804|

| 2023|139|$52.0M|$676,685|$761,685|

| 2022|140|$47.2M|$660,100|$734,031|

## 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|

| BIDDLE CAPITAL MANAGEMENT, INC|INVESTMENT ADVISOR|$45,609|—|$45,609|

| TIAA|INVESTMENT ADVISOR|$29,631|—|$29,631|

| PENTEGRA SERVICES, INC.|PLAN ADMINISTRATOR TPA|$15,351|—|$15,351|

| BONADIO & CO., LLP|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) — INVESTMENT ADVISOR

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,591

- **Estimated Expense Ratio:** 0.166% 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|$90,091|—|$90,091|—|—|

| 2023|$62,521|—|$62,521|—|—|

| 2022|$56,320|—|$56,320|—|—|

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