Plan Snapshot
- Plan Sponsor: The Elisabeth Morrow School
- Sponsor EIN: 221487171
- Sponsor Address: 435 LYDECKER STREET, ENGLEWOOD, NJ, 076311948
- Plan Type: 403(b)
- Total Participants: 103
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 103 | $21.0M | $556,115 | $923,918 |
| 2023 | 101 | $19.3M | $521,440 | $844,261 |
| 2022 | 102 | $17.4M | $510,842 | $778,216 |
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 | — | — | $0 |
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: $0
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 | $74,081 | — | $74,081 | — | — |
| 2023 | $56,927 | — | $43,427 | $13,500 | — |
| 2022 | $34,438 | — | $34,438 | — | — |