Plan Snapshot
- Plan Sponsor: Wilmington Savings Fund Society, Fsb
- Sponsor EIN: 510054940
- Sponsor Address: 500 DELAWARE AVENUE, WILMINGTON, DE, 19801
- Plan Type: DB
- Total Participants: 78
- Total Assets: $78.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 78 | $78.0M | $0 | $0 |
| 2023 | 84 | $82.1M | $0 | $0 |
| 2022 | 89 | $79.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | NONE | $470,015 | — | $470,015 |
| CBIZ | NONE | $21,200 | — | $21,200 |
| BOWMAN & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWMAN & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $491,215
- Estimated Expense Ratio: 0.629% 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 | $576,156 | $348,095 | — | — | — |
| 2023 | $596,484 | $345,052 | $121,920 | — | — |
| 2022 | $552,859 | $424,299 | $128,560 | — | — |