# Wilson College 403(b) Plan
Source: https://planprovider.pro/companies/wilson-college-403b-plan

> Wilson College's 403(b) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [DUNBAR, BENDER & ZAPF](https://planprovider.pro/provider/john-hancock) — THIRD PARTY ADMIN.

- [MAHERDUESSAL](https://planprovider.pro/provider/maher-duessel) — 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|—|—|

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