Plan Snapshot
- Plan Sponsor: Wrc Senior Services
- Sponsor EIN: 251552925
- Sponsor Address: 985 RTE 28, BROOKVILLE, PA, 15825
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 235
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 235 | $3.0M | $25,165 | $252,464 |
| 2022 | 215 | $3.1M | $44,663 | $340,900 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $9,541 | $17,563 | $27,104 |
| CAMBRIDGE INV RSRCH ADVSRS | Other Service Provider | $8,729 | — | $8,729 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,833
- Estimated Expense Ratio: 1.211% 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 |
|---|---|---|---|---|---|
| 2023 | $19,376 | $8,729 | $10,647 | — | — |
| 2022 | $26,135 | $10,031 | $16,104 | — | — |