# Barnard College 403(b) Plan
Source: https://planprovider.pro/companies/barnard-college-403b-plan-002

> Barnard College's 403(b) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [INSERO AND CO. CPAS, LLP](https://planprovider.pro/provider/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|

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