Plan Snapshot
- Plan Sponsor: Educational Testing Service
- Sponsor EIN: 210634479
- Sponsor Address: ROSEDALE ROAD, PRINCETON, NJ, 085410001
- Plan Type: DC
- Total Participants: 4,620
- Total Assets: $593.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4,620 | $593.1M | $15.1M | $0 |
| 2023 | 3,097 | $577.2M | $16.0M | $0 |
| 2022 | 3,310 | $525.0M | $16.0M | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INV INSTL OPS | RECORDKEEPER | $168,063 | — | $168,063 |
| RUSSELL INVESTMENTS | INV ADV | $32,355 | — | $32,355 |
| GRANT THORNTON | AUDIT/ACCTG | $23,500 | — | $23,500 |
| MCCARTER & ENGLISH, LLP | LEGAL | $8,673 | — | $8,673 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INSTL OPS — RECORDKEEPER
- RUSSELL INVESTMENTS — INV ADV
- GRANT THORNTON — AUDIT/ACCTG
- MCCARTER & ENGLISH, LLP — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,591
- Estimated Expense Ratio: 0.039% 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 | $232,065 | $32,355 | — | $23,500 | — |
| 2023 | $313,121 | $51,646 | — | $22,250 | — |
| 2022 | $305,016 | — | — | — | — |