Plan Snapshot
- Plan Sponsor: College Board
- Sponsor EIN: 131623965
- Sponsor Address: 225 LIBERTY ST, NEW YORK, NY, 102811048
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 3,649
- Total Assets: $664.4M
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. |
|---|---|---|---|---|
| 2025 | 3,649 | $664.4M | $0 | $0 |
| 2024 | 1,979 | $549.1M | $11.9M | $24.4M |
| 2023 | 1,877 | $467.1M | $10.2M | $22.0M |
| 2022 | 1,663 | $384.2M | $8.1M | $19.8M |
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 |
|---|---|---|---|---|
| O'CONNOR DAVIES, LLP | Other Service Provider | $28,488 | — | $28,488 |
| TIAA-TEACHERS INSURANCE AND ANNUITY | Other Service Provider | $13,725 | $13,455 | $27,180 |
| CAP FINANCIAL PARTNERS | Other Service Provider | $20,945 | — | $20,945 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,613
- Estimated Expense Ratio: 0.012% 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 |
|---|---|---|---|---|---|
| 2025 | $29,309,490 | — | $56,109 | — | — |
| 2024 | $32,536 | — | $32,536 | — | — |
| 2023 | $24,748 | — | $24,748 | — | — |
| 2022 | $25,325 | — | $25,325 | — | — |