Educational Testing Service 403(b) Retirement Savings Plan
Sponsored by Educational Testing Service · EIN 210634479 · Plan #002
- Total assets
- $982M
- Net assets
- $982M
- Active participants
- 3,512
- With balances
- 6,235
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Fid Inv Instl Ops | Recordkeeping, Participant loan processing, Direct payment from the plan | $90,982 |
| Russell Investments | Investment advisory (plan), Direct payment from the plan | $53,615 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $23,000 |
| Mccarter & English Llp | Legal, Direct payment from the plan | $11,445 |