Wake Forest University Health SciencesMoney purchase plan
MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES · WINSTON-SALEM, NC · plan year 2024
Wake Forest University Health Sciences reported $76,625 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.01%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 60th-largest of 2,005 plans among North Carolina employers on file, and the 105th of 3,091 in educational services. active participation has shrunk from 2,131 to 1,845 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Wake Forest University Health Sciences before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 223849199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.