# Peapack-Gladstone Bank 401(k) Plan
Source: https://planprovider.pro/companies/peapack-gladstone-bank-401k-plan

> Peapack-Gladstone Bank's 401(k) plan: 628 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peapack-Gladstone Bank

- **Sponsor EIN:** 222491488

- **Sponsor Address:** 500 HILLS DRIVE, BEDMINSTER, NJ, 07921

- **Plan Type:** 401(k)

- **Total Participants:** 628

- **Total Assets:** $107.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|628|$107.4M|$3.3M|$7.2M|

| 2023|509|$91.9M|$3.3M|$6.4M|

| 2022|486|$76.7M|$3.1M|$5.8M|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS LLC|ADVISOR|$68,915|—|$68,915|

| CROWE|ACCOUNTANT/AUDITOR|$52,500|—|$52,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,191|—|$13,191|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,606

- **Estimated Expense Ratio:** 0.125% 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|$136,050|$68,915|—|$52,500|—|

| 2023|$182,358|$113,346|$24,047|$44,500|—|

| 2022|$166,540|$109,170|$17,924|—|$39,000|

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