Plan Snapshot
- Plan Sponsor: The New School
- Sponsor EIN: 133297197
- Sponsor Address: 80 5TH AVENUE, NEW YORK, NY, 10011
- Plan Type: 403(b)
- Total Participants: 4,797
- Total Assets: $669.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,797 | $669.7M | $14.2M | $12.0M |
| 2023 | 4,660 | $605.7M | $14.0M | $11.9M |
| 2022 | 4,336 | $527.1M | $12.3M | $10.5M |
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 | RECORDKEEPER | $378,795 | — | $378,795 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT MANAGEMENT | $175,227 | — | $175,227 |
| CROWE LLP | AUDITOR | $20,344 | — | $20,344 |
| VSEEN/VILLAGE PRINT & MEDIA | NONE | $13,681 | — | $13,681 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $588,047
- Estimated Expense Ratio: 0.088% 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 | $588,047 | $175,227 | $3,263 | $20,344 | — |
| 2023 | $439,613 | $100,245 | $2,382 | $20,425 | — |
| 2022 | $514,278 | $125,061 | $78,450 | — | $36,237 |