Plan Snapshot
- Plan Sponsor: Far Hills Country Day School
- Sponsor EIN: 221489901
- Sponsor Address: P.O. BOX 8 ROUTE 202, FAR HILLS, NJ, 07931
- Plan Type: 403(b)
- Total Participants: 70
- Total Assets: $28.1M
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 | 70 | $28.1M | $173,666 | $407,625 |
| 2023 | 81 | $27.2M | $161,406 | $380,408 |
| 2022 | 72 | $25.3M | $87,290 | $374,303 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | $24,500 | — | $24,500 |
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $12,841 | — | $12,841 |
| PENTEGRA SERVICES, INC. | Recordkeeper | $8,205 | — | $8,205 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,546
- Estimated Expense Ratio: 0.162% 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 | $50,648 | — | $50,679 | -$352 | — |
| 2023 | $15,549 | — | $13,353 | $1,747 | — |
| 2022 | $25,552 | $119 | $25,433 | — | — |