Plan Snapshot
- Plan Sponsor: Educational Testing Service
- Sponsor EIN: 210634479
- Sponsor Address: ROSEDALE ROAD, PRINCETON, NJ, 085410001
- Plan Type: 403(b)
- Total Participants: 3,512
- Total Assets: $982.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,512 | $982.3M | $7.6M | $26.5M |
| 2023 | 3,501 | $929.2M | $7.9M | $26.6M |
| 2022 | 3,243 | $821.9M | $7.8M | $25.4M |
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 |
|---|---|---|---|---|
| FID INV INSTL OPS | RECORDKPNG/ ADMIN | $90,982 | — | $90,982 |
| RUSSELL INVESTMENTS | INV ADVISOR | $53,615 | — | $53,615 |
| GRANT THORNTON LLP | ACCOUNTING | $23,000 | — | $23,000 |
| MCCARTER & ENGLISH LLP | LEGAL | $11,445 | — | $11,445 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INSTL OPS — RECORDKPNG/ ADMIN
- RUSSELL INVESTMENTS — INV ADVISOR
- GRANT THORNTON LLP — ACCOUNTING
- MCCARTER & ENGLISH LLP — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,042
- Estimated Expense Ratio: 0.018% 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 | $180,828 | $53,615 | $1,500 | $23,000 | — |
| 2023 | $190,615 | $41,145 | $300 | $22,250 | — |
| 2022 | $216,446 | $39,514 | — | — | $72,105 |