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

> Wilmington Savings Fund Society, Fsb's DB plan: 78 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:** 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](https://planprovider.pro/provider/bowman-and-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|—|—|

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