# Woodberry Forest School 403(b) Plan
Source: https://planprovider.pro/companies/woodberry-forest-school-403b-plan

> Woodberry Forest School's 403(b) plan: 262 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Woodberry Forest School

- **Sponsor EIN:** 540519590

- **Sponsor Address:** 10 WOODBERRY STATION, WOODBERRY FOREST, VA, 22989

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

- **Total Participants:** 262

- **Total Assets:** $77.3M

## 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.|

| 2025|262|$77.3M|$0|$0|

| 2024|258|$73.8M|$0|$0|

| 2023|258|$64.3M|$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|

| HANTZMON WIEBEL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HANTZMON WIEBEL LLP](https://planprovider.pro/provider/hantzmon-wiebel-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|

| 2025|$171,324|—|$171,324|—|—|

| 2024|$148,311|—|$148,311|—|—|

| 2023|$137,777|—|$137,777|—|—|

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