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

> Wofford College's 403(b) plan: 460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wofford College

- **Sponsor EIN:** 570314422

- **Sponsor Address:** 429 N CHURCH ST, SPARTANBURG, SC, 29303

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

- **Total Participants:** 460

- **Total Assets:** $108.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|460|$108.6M|$3.0M|$1.5M|

| 2023|447|$96.4M|$2.8M|$1.4M|

| 2022|455|$85.3M|$2.6M|$1.4M|

## 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|

| CAPFINANCIAL PARTNERS, LLC|NONE|$16,290|—|$16,290|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,290

- **Estimated Expense Ratio:** 0.015% 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|$18,975|$2,158|—|—|—|

| 2023|$2,505|$1,941|—|—|—|

| 2022|$1,709|—|—|—|—|

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