# Trustees Of Grinnell College 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-grinnell-college-403b-plan

> Trustees Of Grinnell College's 403(b) plan: 869 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 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [SPENCER FANE BRITT & BROWNE LLP](https://planprovider.pro/provider/spencer-fane-llp) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-grinnell-college-403b-plan)

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