Plan Snapshot
- Plan Sponsor: The Peck School
- Sponsor EIN: 221487293
- Sponsor Address: 247 SOUTH STREET, MORRISTOWN, NJ, 079607381
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 99
- Total Assets: $40.6M
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 | 99 | $40.6M | $632,782 | $737,593 |
| 2023 | 92 | $38.3M | $607,178 | $620,865 |
| 2022 | 118 | $34.7M | $574,467 | $604,942 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $11,034 | — | $11,034 |
| ARMANINO LLP | Auditor | $9,900 | — | $9,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,934
- Estimated Expense Ratio: 0.052% 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 | $23,534 | — | $23,534 | — | — |
| 2023 | $41,797 | — | $41,797 | — | — |
| 2022 | $28,301 | — | $28,301 | — | — |