# Trustees Of Columbia University 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-columbia-university-135598093-009

> Trustees Of Columbia University's 403(b) plan: 25,099 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Columbia University

- **Sponsor EIN:** 135598093

- **Sponsor Address:** 615 WEST 131ST STREET, NEW YORK, NY, 100277922

- **Plan Type:** 403(b)

- **Plan Number:** 009

- **Total Participants:** 25,099

- **Total Assets:** $4.7B

## 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|25,099|$4.7B|$0|$194.3M|

| 2023|25,394|$4.1B|$0|$184.4M|

| 2022|17,517|$3.5B|$0|$168.4M|

| 2019|15,932|$3.0B|$0|$155.7M|

## 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|$533,994|—|$533,994|

| TIAA|Recordkeeper|$484,046|—|$484,046|

| SEYFARTH SHAW|ERISA Attorney|$107,920|—|$107,920|

| AON HEWITT INVESTMENT CONSULTING|Other Service Provider|$74,457|—|$74,457|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$50,300|—|$50,300|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$27,744|—|$27,744|

| MARTIN EDUCATION ENTERPRISES|Other Service Provider|$18,558|—|$18,558|

| PENSION BENEFIT INFORMATION, LLC|Other Service Provider|$7,079|—|$7,079|

### 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

- [SEYFARTH SHAW](https://planprovider.pro/provider/goldman-sachs) — ERISA Attorney

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,304,098

- **Estimated Expense Ratio:** 0.028% 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|$1,304,097|—|—|$50,300|—|

| 2023|$1,297,532|—|—|$48,400|—|

| 2022|$1,053,367|$811,384|—|—|$230,063|

| 2019|$769,989|$539,835|—|$61,247|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-columbia-university-135598093-009)

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