Plan Snapshot
- Plan Sponsor: Trustees Of Grinnell College
- Sponsor EIN: 420680387
- Sponsor Address: OFFICE OF THE TREASURER, GRINNELL, IA, 501121690
- Plan Type: 403(b)
- Total Participants: 869
- Total Assets: $374.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 869 | $374.4M | $6.8M | $4.4M |
| 2023 | 841 | $352.6M | $6.4M | $4.2M |
| 2022 | 808 | $315.1M | $6.2M | $3.9M |
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 | NONE | $156,407 | — | $156,407 |
| CBIZ INVESTMENT ADVISORY SERVICES | NONE | $59,767 | — | $59,767 |
| SPENCER FANE BRITT & BROWNE LLP | NONE | $20,186 | — | $20,186 |
| CLIFTONLARSONALLEN LLP | NONE | $17,325 | — | $17,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- SPENCER FANE BRITT & BROWNE LLP — NONE
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,685
- Estimated Expense Ratio: 0.068% 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 | $253,005 | $59,767 | $155,655 | $17,325 | — |
| 2023 | $230,607 | $62,200 | — | $8,400 | — |
| 2022 | $276,021 | $64,400 | $197,374 | — | $14,175 |