Plan Snapshot
- Plan Sponsor: Barnard College
- Sponsor EIN: 131628149
- Sponsor Address: 3009 BROADWAY, NEW YORK, NY, 10027
- Plan Type: 403(b)
- Total Participants: 335
- Total Assets: $52.9M
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 | 335 | $52.9M | $1.6M | $966,890 |
| 2023 | 332 | $49.4M | $1.5M | $855,530 |
| 2022 | 311 | $45.4M | $1.5M | $820,266 |
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 - TEACHERS INSURANCE AND ANNUI | NONE | $12,997 | — | $12,997 |
| INSERO AND CO. CPAS, LLP | NONE | $5,543 | — | $5,543 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — NONE
- INSERO AND CO. CPAS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,540
- Estimated Expense Ratio: 0.035% 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 | $21,247 | — | $15,704 | $5,543 | — |
| 2023 | $47,899 | $7,240 | $30,410 | $7,962 | — |
| 2022 | $34,867 | — | — | — | $13,650 |