# Wolf Trap Foundation For The Performing Arts 403(b) Plan
Source: https://planprovider.pro/companies/wolf-trap-foundation-for-the-performing-arts-403b-plan

> Wolf Trap Foundation For The Performing Arts's 403(b) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wolf Trap Foundation For The Performing Arts

- **Sponsor EIN:** 237011544

- **Sponsor Address:** 1645 TRAP ROAD, VIENNA, VA, 221822064

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

- **Total Participants:** 183

- **Total Assets:** $19.9M

## 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|183|$19.9M|$391,749|$882,817|

| 2023|176|$20.1M|$375,206|$816,879|

| 2022|103|$16.0M|$339,016|$743,946|

## 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|

| CLIFTON LARSEN ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON LARSEN ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$64,274|—|$64,274|—|—|

| 2023|$74,980|—|$74,980|—|—|

| 2022|$48,796|$35,068|$13,728|—|—|

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