Educational Testing Service 401(A) Retirement Plan — Form 5500 plan (Educational Testing Service)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Educational Testing Service 401(A) Retirement Plan is a benefit plan reported by Educational Testing Service under EIN 21-0634479 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,984 participants and $577,237,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Educational Testing Service
- EIN
- 21-0634479
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 5,984
- End-of-year plan assets
- $577,237,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,984 | H, C | 20240918091414NAL0005900736001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $577,237,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $577,237,524
- Net assets (BOY)
- $524,999,965
Income & contributions
- Employer contributions
- $16,025,872
- Total contributions
- $16,025,872
- Total income / additions
- $97,288,505
Expenses & distributions
- Benefits paid
- $44,737,825
- Administrative expenses
- $313,121
- Total expenses
- $45,050,946
- Net increase / (decrease)
- $52,237,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Instl Ops | RECORDKEEPER | $220,646 | $0 | 2023 |
| Russell Investments | INV ADV | $51,646 | not reported in the loaded dataset | 2023 |
| Grant Thornton | AUDIT/ACCTG | $22,250 | not reported in the loaded dataset | 2023 |
| Mccarter & English, Llp | LEGAL | $18,579 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Educational Testing Service
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- Fidelity Inv Instl Ops — Schedule C compensation
- Russell Investments — Schedule C compensation
- Grant Thornton — Schedule C compensation
- Mccarter & English, Llp — Schedule C compensation