Plan Snapshot
- Plan Sponsor: World Education Services, INC.
- Sponsor EIN: 237396384
- Sponsor Address: 1 BATTERY PARK PLAZA, NEW YORK, NY, 10004
- Plan Type: 403(b)
- Total Participants: 269
- Total Assets: $38.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 269 | $38.5M | $1.1M | $2.4M |
| 2023 | 263 | $31.4M | $1.1M | $2.3M |
| 2022 | 267 | $24.2M | $893,440 | $1.8M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $61,339 | — | $61,339 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,339
- Estimated Expense Ratio: 0.159% 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 | $61,339 | — | $61,339 | — | — |
| 2023 | $55,003 | — | $50,803 | $4,200 | — |
| 2022 | $58,238 | — | $39,426 | — | $18,812 |