# The Peck School 403(b) Plan
Source: https://planprovider.pro/companies/the-peck-school-221487293-001

> The Peck School's 403(b) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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