# Wingate University 403(b) Plan
Source: https://planprovider.pro/companies/wingate-university-403b-plan

> Wingate University's 403(b) plan: 503 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wingate University

- **Sponsor EIN:** 566049935

- **Sponsor Address:** PO BOX 159, WINGATE, NC, 281740159

- **Plan Type:** 403(b)

- **Total Participants:** 503

- **Total Assets:** $97.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|503|$97.0M|$1.6M|$2.1M|

| 2023|459|$91.4M|$1.3M|$2.1M|

| 2022|558|$79.8M|$1.3M|$2.1M|

| 2019|615|$74.0M|$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|

| TIAA|CONTRACT ADMINISTRATOR|$68,368|—|$68,368|

| CREATIVE PLANNING, LLC|NONE|$48,750|—|$48,750|

| BDO USA, P.C.|NONE|$19,450|—|$19,450|

### 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) — CONTRACT ADMINISTRATOR

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,568

- **Estimated Expense Ratio:** 0.141% 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|$136,568|$48,750|$68,368|$19,450|—|

| 2023|$221,376|$1,319|$72,685|$100,664|—|

| 2022|$109,385|$3,106|$106,279|—|—|

| 2019|$122,566|$66,614|$55,952|—|—|

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