# Trustees Of Columbia University C/O Benefits Department 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-columbia-university-c-o-benefits-department-135598093-012

> Trustees Of Columbia University C/O Benefits Department's 403(b) plan: 1,106 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Columbia University C/O Benefits Department

- **Sponsor EIN:** 135598093

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

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

- **Plan Number:** 012

- **Total Participants:** 1,106

- **Total Assets:** $116.5M

## 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|1,106|$116.5M|$1.5M|$0|

| 2023|1,139|$109.0M|$2.1M|$0|

| 2022|1,036|$97.4M|$917,337|$0|

## 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|$50,873|—|$50,873|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$28,050|—|$28,050|

| TIAA|Recordkeeper|$13,683|—|$13,683|

| WILLIS TOWERS WATSON LLC|Recordkeeper|$8,384|—|$8,384|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

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

- [WILLIS TOWERS WATSON 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:** $100,990

- **Estimated Expense Ratio:** 0.087% 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|$103,589|—|—|$28,050|—|

| 2023|$73,184|—|$326|$7,800|—|

| 2022|$50,441|$49,957|—|—|$484|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-columbia-university-c-o-benefits-department-135598093-012)

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