Educational Testing Service 401(a) Retirement Plan
Sponsored by Educational Testing Service · EIN 210634479 · Plan #001
- Total assets
- $593M
- Net assets
- $593M
- Active participants
- 4,620
- With balances
- 5,565
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Russell Investments Capital, Llc CRD 37550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Instl Ops | Recordkeeping, Sub-transfer agency fees | $168,063 |
| Russell Investments | Investment advisory (plan), Direct payment from the plan | $32,355 |
| Grant Thornton | Accounting, Direct payment from the plan | $23,500 |
| Mccarter & English, Llp | Legal, Direct payment from the plan | $8,673 |