Plan Snapshot
- Plan Sponsor: Wyoming Seminary
- Sponsor EIN: 240795509
- Sponsor Address: 201 N. SPRAGUE AVENUE, KINGSTON, PA, 187043593
- Plan Type: 403(b)
- Total Participants: 195
- Total Assets: $50.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 195 | $50.7M | $496,094 | $777,656 |
| 2023 | 205 | $48.2M | $467,094 | $717,302 |
| 2022 | 200 | $44.6M | $389,184 | $682,934 |
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 | RECORDKEEPER | $36,769 | — | $36,769 |
| PLANPILOT, LLC | ADVISOR | $30,217 | — | $30,217 |
| KRONICK KALADA BERDY & CO | AUDITOR | $9,400 | — | $9,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- KRONICK KALADA BERDY & CO — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,386
- Estimated Expense Ratio: 0.151% 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 | $79,667 | $4,217 | $75,450 | — | — |
| 2023 | $55,316 | — | $54,882 | $434 | — |
| 2022 | $52,362 | — | $52,182 | — | — |