# Wvu Health System DC Plan
Source: https://planprovider.pro/companies/wvu-health-system-plan-004

> Wvu Health System's DC plan: 2,079 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CONCURRENT INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/concurrent-investment-advisors-llc) — INVESTMENT ADVISOR

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

- [VALIC](https://planprovider.pro/provider/corebridge-financial) — 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|—|—|—|

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