# Wvu Health System 403(b) Plan
Source: https://planprovider.pro/companies/wvu-health-system-403b-plan-001-4713

> Wvu Health System's 403(b) plan: 32,450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wvu Health System

- **Sponsor EIN:** 550754713

- **Sponsor Address:** 3040 UNIVERSITY AVE, MORGANTOWN, WV, 26505

- **Plan Type:** 403(b)

- **Total Participants:** 32,450

- **Total Assets:** $1.8B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|32,450|$1.8B|$69.3M|$115.4M|

| 2023|30,364|$1.5B|$58.1M|$95.2M|

| 2022|25,400|$960.2M|$41.2M|$68.3M|

## 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|

| FIDELITY INVEST INST OP|RECORDKEEPER|$1,857,996|—|$1,857,996|

| STRATEGIC ADVISORS, INC.|ADVISOR|$112,107|—|$112,107|

| CONCURRENT INVESTMENT|INVESTMENT ADVISOR|$52,500|—|$52,500|

| BAKER TILLY US, LLP|AUDITOR|$43,900|—|$43,900|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVEST INST OP](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,066,503

- **Estimated Expense Ratio:** 0.118% 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|$2,066,503|$164,607|—|$43,900|—|

| 2023|$1,804,884|$80,137|—|$42,600|—|

| 2022|$1,286,492|$49,289|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wvu-health-system-403b-plan-001-4713)

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