Plan Snapshot
- Plan Sponsor: Trustees Of Columbia University
- Sponsor EIN: 135598093
- Sponsor Address: 615 W 131ST ST, NEW YORK, NY, 100277922
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 15,229
- Total Assets: $5.6B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 15,229 | $5.6B | $216.2M | $1.7M |
| 2023 | 14,399 | $5.0B | $198.9M | $1.8M |
| 2022 | 14,407 | $4.4B | $186.7M | $1.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC | Custodian / Trustee | $527,946 | — | $527,946 |
| TIAA | Recordkeeper | $242,038 | — | $242,038 |
| SEYFARTH SHAW | ERISA Attorney | $181,055 | — | $181,055 |
| AON HEWITT INVESTMENT CONSULTING | Other Service Provider | $87,006 | — | $87,006 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $50,300 | — | $50,300 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $34,068 | — | $34,068 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC — Custodian / Trustee
- TIAA — Recordkeeper
- SEYFARTH SHAW — ERISA Attorney
- PRICEWATERHOUSECOOPERS LLP — Auditor
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,122,413
- Estimated Expense Ratio: 0.020% 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 | $1,122,413 | — | — | $50,300 | — |
| 2023 | $1,045,228 | — | $8,847 | $48,400 | — |
| 2022 | $836,583 | $596,993 | — | — | $239,590 |