Wofford College 403(b) match, vesting and fees
What Wofford College's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Wofford College: employer contribution per participant | $3,729 | |
| Peer median | $1,855 |
| Wofford College: average balance | $132,981 | |
| Peer median | $100,069 |
| Wofford College: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $101M at the end of plan year 2021 to $109M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 822 | $109M | $3M | $3,729 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 791 | $96.4M | $2.8M | $3,629 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 782 | $85.3M | $2.6M | $3,468 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 751 | $101M | $2.5M | $3,421 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Wofford College match 401(k) contributions?
The match terms for the Wofford College Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $3,729 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wofford College 401(k) match vested?
The vesting schedule for the Wofford College Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wofford College 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Wofford College.
I left Wofford College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wofford College, (864) 597-4278) or the recordkeeper, TIAA. The Wofford College old 401(k) page lists the contacts from every plan filing. Find an old Wofford College 401(k)
Data from the public Form 5500 annual reports Wofford College filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wofford College. Not financial advice. Report a correction · Methodology