Plan Ledger DOL Form 5500 · updated monthly

The Conference Board, Inc.403(b)

TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

The Conference Board, Inc. reported $65,846 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.14% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,121st-largest of 5,648 plans among New York employers on file, and the 2,193rd of 11,654 in professional & technical services. active participation has grown from 198 to 252 since 2022.

Plan summary
Net assets, end of year$65,258,170
Participants with balances509
Active participants252
Employer contributions—
Employee contributions$2,436,576
Employer contribution per active participant—
Average account balance$128,209
Benefits paid to participants$7,044,366
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$65.3M · 509 accts
2023$63.0M · 504 accts
2022$56.7M · 488 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,846
Total administrative$65,846
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA · Contract administrator · Recordkeeping$65,846

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,846 · 0.10%
2023$59,298 · 0.10%
2022$76,555 · 0.14%
All plans at this employer2
THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN403(b)
TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)403(b)
Same employer
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Integral Ad Science, Inc. NY$66.7M · 0.20%
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Itn Holdings, LLC NY$66.3M · 0.10%
McLaughlin & Stern, LLP NY$65.1M · 0.02%
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Mdrc NY$64.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131624108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.