Plan Snapshot
- Plan Sponsor: The Cooper Union For The Advancement Of Science And Art
- Sponsor EIN: 135562985
- Sponsor Address: 30 COOPER SQUARE, 2ND FLOOR, NEW YORK, NY, 100037120
- Plan Type: 403(b)
- Total Participants: 332
- Total Assets: $155.7M
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 | 332 | $155.7M | $2.7M | $1.7M |
| 2023 | 314 | $144.6M | $2.5M | $1.6M |
| 2022 | 296 | $135.2M | $2.6M | $1.6M |
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 | $64,727 | — | $64,727 |
| CAPTRUST | NONE | $50,648 | — | $50,648 |
| GRANT THORNTON, LLP | NONE | $22,880 | — | $22,880 |
| CAMMACK LARHETTE ADVISORS | NONE | $12,293 | — | $12,293 |
| BALLARD SPAHR, LLP | NONE | $11,095 | — | $11,095 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- CAPTRUST — NONE
- GRANT THORNTON, LLP — NONE
- CAMMACK LARHETTE ADVISORS — NONE
- BALLARD SPAHR, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,643
- Estimated Expense Ratio: 0.104% 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 | $161,662 | $62,941 | — | $22,880 | — |
| 2023 | $132,484 | $60,750 | $508 | $21,658 | — |
| 2022 | $86,616 | $23,871 | — | — | $20,098 |