# National Opinion Research Center 403(b) Plan
Source: https://planprovider.pro/companies/norc-inc-403b-plan-004

> National Opinion Research Center's 403(b) plan: 2,500 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:** 2,500

- **Total Assets:** $175.0M

## 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|2,500|$175.0M|$0|$10.7M|

| 2023|2,917|$148.2M|$0|$9.3M|

| 2022|1,001|$122.4M|$0|$8.0M|

## 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|$88,910|—|$88,910|

| CONCURRENT INVESTMENT ADVISORS LLC|NONE|$26,250|—|$26,250|

| MERCER(US), INC|NONE|$18,130|—|$18,130|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### 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) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,290

- **Estimated Expense Ratio:** 0.076% 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|$133,290|$26,250|—|—|—|

| 2023|$92,940|$4,375|—|—|—|

| 2022|$111,800|$17,500|—|—|—|

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