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Original filing (PDF)20251015071604NAL0008435378001
EDUCATIONAL TESTING SERVICE
Form 5500
FILING_RECEIVED
EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,512
Accounts w/ balance
6,235
Plan assets (EOY)
$982.3M
Net assets (EOY)
$982.3M
How this plan invests
This plan
1 pooled trust
Schedule D
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATIONAL TESTING SERVICE.
Plan sponsor
Name
EDUCATIONAL TESTING SERVICE
EIN
21-0634479
Address
ROSEDALE ROAD · PRINCETON, NJ · 085410001
Phone
(609) 524-8245
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS | 91-1116938 | — | INV ADVISOR | $54K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTING | $23K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCARTER & ENGLISH LLP | 22-1534652 | — | LEGAL | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSTL OPS | 04-2647786 | — | RECORDKPNG/ ADMIN | $91K | — |
Investments
58 direct securities · 1 pooled fund· $981.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$839.7M
57 holdings
Mutual Funds
$138.0M
1 holding
Pooled Separate Account
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Contrafund K6 | Mutual Funds | — | — | $138.0M | 14.0% | |
| Insurance Company General Contracts Fixed-Rate Annuities * TIAA Traditional - Non-Fully Benefit-Responsive | — | — | — | $108.6M | 11.1% | |
| Fidelity 500 Index | — | — | — | $84.5M | 8.6% | |
| Investments in Registered Investment Companies Variable Annuities * CREF Stock R2 | — | — | — | $72.1M | 7.3% | |
| Fidelity Freedom 2040 K6 | — | — | — | $57.9M | 5.9% | |
| Fidelity Freedom 2035 K6 | — | — | — | $56.9M | 5.8% | |
| Fidelity Freedom 2030 K6 | — | — | — | $56.7M | 5.8% | |
| Vanguard Vang Windsor II Adm | — | — | — | $45.2M | 4.6% | |
| Fidelity Freedom 2025 K6 | — | — | — | $39.6M | 4.0% | |
| Fidelity Freedom 2045 K6 | — | — | — | $38.6M | 3.9% | |
| Goldman Sachs GS Sm Cp Eq Ins I | — | — | — | $35.1M | 3.6% | |
| Fidelity Freedom 2050 K6 | — | — | — | $29.1M | 3.0% | |
| Fidelity Govt Mmrk Prm | — | — | — | $27.5M | 2.8% | |
| Fidelity Freedom 2020 K6 | — | — | — | $24.5M | 2.5% | |
| Self-directed Brokerage Account * Fidelity Brokerage link | — | — | — | $22.0M | 2.2% | |
| Fidelity Total Bond | — | — | — | $18.8M | 1.9% | |
| CREF Growth R2 | — | — | — | $13.2M | 1.3% | |
| Fidelity Freedom 2055 K6 | — | — | — | $12.3M | 1.3% | |
| Fidelity Total Intl Idx | — | — | — | $10.7M | 1.1% | |
| CREF Global Equities R2 | — | — | — | $9.9M | 1.0% | |
| CREF Equity Index R2 | — | — | — | $8.1M | 0.8% | |
| Fidelity Freedom 2015 K6 | — | — | — | $7.9M | 0.8% | |
| CREF Social Choice R2 | — | — | — | $7.1M | 0.7% | |
| Oppenheimer I O Intl Growth Y | — | — | — | $6.3M | 0.6% | |
| Fidelity Freedom 2010 K6 | — | — | — | $6.1M | 0.6% | |
| TIAA Traditional - Fully Benefit-Responsive | — | — | — | $5.7M | 0.6% | |
| CREF Money Market R2 | — | — | — | $5.1M | 0.5% | |
| CREF Core Bond R2 | — | — | — | $4.4M | 0.4% | |
| Fidelity US Bond Index | — | — | — | $4.4M | 0.4% | |
| Blackrock BLKRK EMERGING MKT I | — | — | — | $4.3M | 0.4% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.1M | 0.4% | |
| Fidelity Freedom Income K6 | — | — | — | $3.5M | 0.4% | |
| Maturities through 2038 | — | — | — | $3.2M | 0.3% | |
| Fidelity Freedom 2060 K6 | — | — | — | $2.4M | 0.2% | |
| Fidelity PIF Dvrsd Real Ast I | — | — | — | $2.0M | 0.2% | |
| VALIC Stock Index Fund | — | — | — | $1.5M | 0.2% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $1.4M | 0.1% | |
| Fidelity Freedom 2065 K6 | — | — | — | $708K | <0.1% | |
| DWS Investments Deutsche Croci US | — | — | — | $520K | <0.1% | |
| BNY Mellon Sustainable U.S. Equity Fund | — | — | — | $365K | <0.1% | |
| BNY Mellon Large Cap Securities Fund | — | — | — | $350K | <0.1% | |
| VALIC Fixed Account Plus | — | — | — | $325K | <0.1% | |
| DWS Investments DWS Core Equity Fund | — | — | — | $160K | <0.1% | |
| Dreyfus Govt Cash Mgmt - Wealth Shares | — | — | — | $135K | <0.1% | |
| BNY Mellon Research Growth | — | — | — | $75K | <0.1% | |
| BNY Mellon S&P 500 Stock Index Fund | — | — | — | $70K | <0.1% | |
| DWS Investments GNMA Fund | — | — | — | $54K | <0.1% | |
| Fidelity Freedom Income K | — | — | — | $34K | <0.1% | |
| BNY Mellon Core Plus Fund-Class A | — | — | — | $25K | <0.1% | |
| DWS Investments DWS Science Tech | — | — | — | $19K | <0.1% | |
| BNY Mellon Active Midcap Fund | — | — | — | $15K | <0.1% | |
| VALIC Money Market I Fund | — | — | — | $9K | <0.1% | |
| DWS Investments DWS Real Assets S | — | — | — | $9K | <0.1% | |
| DWS Investments US Treasury Money Fund | — | — | — | $7K | <0.1% | |
| DWS Investments S&P 500 Index Fund | — | — | — | $6K | <0.1% | |
| DWS Investments Total Return Bond Fund S | — | — | — | $4K | <0.1% | |
| VALIC Mid Cap Index Fund | — | — | — | $2K | <0.1% | |
| Dreyfus Money Mkt Fund | — | — | — | $2K | <0.1% | |
| DWS Investments DWS Govt Agency M | — | — | — | $2K | <0.1% |