# Educational Testing Service DC Plan
Source: https://planprovider.pro/companies/educational-testing-service-plan-001

> Educational Testing Service's DC plan: 4,620 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

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

- [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:** $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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/educational-testing-service-plan-001)

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