# Dwight-Englewood School 403(b) Plan
Source: https://planprovider.pro/companies/dwight-englewood-school-403b-plan

> Dwight-Englewood School's 403(b) plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dwight-Englewood School

- **Sponsor EIN:** 221487165

- **Sponsor Address:** 315 E PALISADE AVE, ENGLEWOOD, NJ, 076313146

- **Plan Type:** 403(b)

- **Total Participants:** 241

- **Total Assets:** $90.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|241|$90.2M|$1.5M|$2.3M|

| 2023|249|$83.8M|$1.4M|$2.2M|

| 2022|265|$74.7M|$1.4M|$2.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TIAA|RECORDKEEPER|$23,497|—|$23,497|

| PKF O'CONNOR DAVIES LLP|AUDITOR|$14,500|—|$14,500|

| NEW PINNACLE CONSULTING GROUP, LLC|CONSULTANT PENSION|$8,975|—|$8,975|

| PLANPILOT, LLC|CONSULTING|$6,875|—|$6,875|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,847

- **Estimated Expense Ratio:** 0.060% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$56,547|—|$56,547|—|—|

| 2023|$37,059|—|$37,059|—|—|

| 2022|$56,016|—|$56,016|—|—|

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