# Educational Testing Service 403(b) Plan
Source: https://planprovider.pro/companies/educational-testing-service-403b-plan

> Educational Testing Service's 403(b) plan: 3,512 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKPNG/ ADMIN

- [RUSSELL INVESTMENTS](https://planprovider.pro/provider/russell-investments) — INV ADVISOR

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — ACCOUNTING

- [MCCARTER & ENGLISH LLP](https://planprovider.pro/provider/mccarter-and-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|

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