# Institute For Advanced Study DC Plan
Source: https://planprovider.pro/companies/institute-for-advanced-study-plan-002

> Institute For Advanced Study's DC plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Institute For Advanced Study

- **Sponsor EIN:** 210634988

- **Sponsor Address:** 1 EINSTEIN DR, PRINCETON, NJ, 08540

- **Plan Type:** DC

- **Total Participants:** 213

- **Total Assets:** $90.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|213|$90.4M|$2.6M|$0|

| 2023|202|$83.0M|$2.4M|$0|

| 2022|200|$72.5M|$2.1M|$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|

| STEVENS & LEE|NONE|$6,505|—|$6,505|

| WITHUM SMITH + BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STEVENS & LEE](https://planprovider.pro/provider/stevens-and-lee-pc) — NONE

- [WITHUM SMITH + BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,505

- **Estimated Expense Ratio:** 0.007% 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|$7,540|$1,035|$6,505|—|—|

| 2023|$97,451|$2,803|$94,648|—|—|

| 2022|$165,151|$2,719|$162,432|—|—|

## Similar Plans

- [P.G. Chambers School, INC.](https://planprovider.pro/companies/p-g-chambers-school-inc-plan-002) — 210 participants

- [Morristown Beard School](https://planprovider.pro/companies/morristown-beard-school-403b-plan) — 216 participants

- [Classlink, INC.](https://planprovider.pro/companies/classlink-inc-401k-plan) — 207 participants

- [Gill St. Bernard'S School](https://planprovider.pro/companies/gill-st-bernard-s-school-403b-plan) — 219 participants

- [The University Of The Arts](https://planprovider.pro/companies/the-university-of-the-arts-403b-plan) — 205 participants

- [The Deron School Of New Jersey, INC](https://planprovider.pro/companies/the-deron-school-of-new-jersey-inc-plan) — 202 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/institute-for-advanced-study-plan-002)

© 2026 PlanProvider.Pro