# The New School 403(b) Plan
Source: https://planprovider.pro/companies/the-new-school-403b-plan-001-7197

> The New School's 403(b) plan: 4,797 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

## Similar Plans

- [Rochester Institute Of Technology](https://planprovider.pro/companies/rochester-institute-of-technology-403b-plan) — 4,830 participants

- [New York University](https://planprovider.pro/companies/new-york-university-403b-plan-009) — 4,877 participants

- [Touro University](https://planprovider.pro/companies/touro-university-403b-plan) — 5,204 participants

- [Syracuse University](https://planprovider.pro/companies/syracuse-university-403b-plan-001) — 5,308 participants

- [Cornell University](https://planprovider.pro/companies/cornell-university-403b-plan-002) — 5,517 participants

- [Fordham University](https://planprovider.pro/companies/fordham-university-plan-001) — 3,617 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-new-school-403b-plan-001-7197)

© 2026 PlanProvider.Pro