Plan Snapshot
- Plan Sponsor: Wvu Health System
- Sponsor EIN: 550492006
- Sponsor Address: 3040 UNIVERSITY AVE, MORGANTOWN, WV, 26505
- Plan Type: DC
- Total Participants: 2,079
- Total Assets: $392.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 2,079 | $392.4M | $26.8M | $0 |
| 2023 | 1,946 | $343.7M | $24.1M | $0 |
| 2022 | 1,771 | $288.0M | $21.5M | $0 |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $163,526 | — | $163,526 |
| CONCURRENT INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $36,225 | — | $36,225 |
| BAKER TILLY US, LLP | AUDITOR | $12,550 | — | $12,550 |
| VALIC | INVESTMENT MANAGEMENT | $10,372 | — | $10,372 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- CONCURRENT INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- BAKER TILLY US, LLP — AUDITOR
- VALIC — INVESTMENT MANAGEMENT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $222,673
- Estimated Expense Ratio: 0.057% 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 | $225,717 | $41,261 | $3,163 | $12,550 | — |
| 2023 | $218,829 | $5,175 | $3,190 | $11,950 | — |
| 2022 | $210,004 | $20,700 | — | — | — |