# Wilmington Savings Fund Society, Fsb 401(k) Plan
Source: https://planprovider.pro/companies/wilmington-savings-fund-society-fsb-401k-plan

> Wilmington Savings Fund Society, Fsb's 401(k) plan: 3,114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilmington Savings Fund Society, Fsb

- **Sponsor EIN:** 510054940

- **Sponsor Address:** 500 DELAWARE AVENUE, WILMINGTON, DE, 19801

- **Plan Type:** 401(k)

- **Total Participants:** 3,114

- **Total Assets:** $260.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|3,114|$260.1M|$10.3M|$16.6M|

| 2023|2,427|$219.9M|$9.9M|$15.6M|

| 2022|2,371|$178.8M|$9.4M|$14.5M|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORD KEEPER|$331,066|—|$331,066|

| AXA ADVISORS, LLC|INVESTMENT ADVISOR|—|$245,200|$245,200|

| WEB401K.COM, INC.|CONTRACT ADMINISTRATOR|—|$28,028|$28,028|

| KPMG|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KPMG](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $604,294

- **Estimated Expense Ratio:** 0.232% 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|$272,836|—|—|—|—|

| 2023|$224,346|—|—|—|—|

| 2022|$207,455|—|$207,455|—|—|

## Similar Plans

- [The Bancorp, INC.](https://planprovider.pro/companies/the-bancorp-inc-401k-plan) — 767 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wilmington-savings-fund-society-fsb-401k-plan)

© 2026 PlanProvider.Pro