# National Opinion Research Center 403(b) Plan
Source: https://planprovider.pro/companies/norc-inc-403b-plan-003

> National Opinion Research Center's 403(b) plan: 3,263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Opinion Research Center

- **Sponsor EIN:** 362167808

- **Sponsor Address:** 55 E. MONROE, CHICAGO, IL, 60603

- **Plan Type:** 403(b)

- **Total Participants:** 3,263

- **Total Assets:** $246.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|3,263|$246.8M|$18.8M|$0|

| 2023|2,291|$210.9M|$13.9M|$0|

| 2022|2,276|$176.0M|$13.2M|$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|

| TIAA|NONE|$129,125|—|$129,125|

| GRANT THORNTON LLP|NONE|$47,250|—|$47,250|

| CONCURRENT INVESTMENT ADVISORS, LLC|NONE|$8,750|—|$8,750|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $185,125

- **Estimated Expense Ratio:** 0.075% 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|$185,125|$8,750|—|$47,250|—|

| 2023|$167,486|$21,875|$827|$45,150|—|

| 2022|$160,754|$17,500|—|—|—|

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