Plan Snapshot
- Plan Sponsor: Woodwell Climate Research Center, INC.
- Sponsor EIN: 043005094
- Sponsor Address: 149 WOODS HOLE ROAD, FALMOUTH, MA, 02540
- Plan Type: 403(b)
- Total Participants: 134
- Total Assets: $30.3M
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. |
|---|---|---|---|---|
| 2024 | 134 | $30.3M | $1.1M | $1.0M |
| 2023 | 121 | $26.3M | $890,256 | $971,571 |
| 2022 | 108 | $21.7M | $671,324 | $793,995 |
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 |
|---|---|---|---|---|
| ROGERS & COMPANY, CPAS PLLC | Auditor | — | — | $0 |
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 | $7,436 | $7,436 | — | — | — |
| 2023 | $10,654 | $10,579 | — | — | — |
| 2022 | $10,020 | — | — | — | — |