Plan Snapshot
- Plan Sponsor: Wilson College
- Sponsor EIN: 231352692
- Sponsor Address: 1015 PHILADELPHIA AVENUE, CHAMBERSBURG, PA, 17201
- Plan Type: 403(b)
- Total Participants: 161
- Total Assets: $34.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $34.4M | $613,742 | $865,680 |
| 2023 | 154 | $31.0M | $524,751 | $770,538 |
| 2022 | 158 | $27.5M | $791,614 | $761,549 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | INVESTMENT ADVISORY | $28,000 | — | $28,000 |
| TIAA | RECORDKEEPER | $25,593 | — | $25,593 |
| DUNBAR, BENDER & ZAPF | THIRD PARTY ADMIN. | $7,772 | — | $7,772 |
| MAHERDUESSAL | Auditor | $1,890 | — | $1,890 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- DUNBAR, BENDER & ZAPF — THIRD PARTY ADMIN.
- MAHERDUESSAL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,255
- Estimated Expense Ratio: 0.184% 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 | $63,255 | $28,000 | $25,593 | $1,890 | — |
| 2023 | $60,716 | $28,000 | $20,000 | — | — |
| 2022 | $61,509 | — | $61,257 | — | — |