Plan Snapshot
- Plan Sponsor: The Wright Center For Graduate Medical Education
- Sponsor EIN: 232007832
- Sponsor Address: 501 S WASHINGTON AVENUE, SCRANTON, PA, 18505
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,257
- Total Assets: $43.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,257 | $43.0M | $0 | $0 |
| 2024 | 650 | $36.5M | $2.5M | $1.8M |
| 2023 | 638 | $30.2M | $2.3M | $1.7M |
| 2022 | 586 | $24.8M | $2.2M | $1.5M |
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 TEACHERS INSURANCE AND ANNUITY | Recordkeeper | $36,028 | — | $36,028 |
| TWO WEST CAPITAL ADVISORS | Investment Advisor | $26,465 | — | $26,465 |
| PENTEGRA SERVICES, INC. | Recordkeeper | $26,125 | — | $26,125 |
| FORVIS MAZARS, LLP | Auditor | $21,525 | — | $21,525 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,143
- Estimated Expense Ratio: 0.256% 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 |
|---|---|---|---|---|---|
| 2025 | $3,484,677 | — | $82,150 | — | — |
| 2024 | $83,100 | — | $83,100 | — | — |
| 2023 | $73,085 | — | $73,085 | — | — |
| 2022 | $51,660 | — | $51,660 | — | — |