# Woodwell Climate Research Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/woodwell-climate-research-center-inc-403b-plan

> Woodwell Climate Research Center, INC.'s 403(b) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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