# Kent Place School 403(b) Plan
Source: https://planprovider.pro/companies/kent-place-school-403b-plan

> Kent Place School's 403(b) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kent Place School

- **Sponsor EIN:** 221487233

- **Sponsor Address:** 42 NORWOOD AVENUE, SUMMIT, NJ, 07901

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

- **Total Participants:** 229

- **Total Assets:** $69.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|229|$69.4M|$1.4M|$1.3M|

| 2023|221|$60.8M|$1.3M|$1.2M|

| 2022|172|$51.4M|$1.3M|$1.2M|

## 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|

| FIDUCIENT ADVISORS, LLC|ADVISOR|$6,830|—|$6,830|

| PKF O'CONNOR DAVIES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [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:** $6,830

- **Estimated Expense Ratio:** 0.010% 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|$7,185|—|$7,185|—|—|

| 2023|$632|—|$632|—|—|

| 2022|$360|—|$360|—|—|

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