Plan Snapshot
- Plan Sponsor: The Peddie School
- Sponsor EIN: 210634492
- Sponsor Address: 201 SOUTH MAIN STREET, HIGHTSTOWN, NJ, 085202352
- Plan Type: 403(b)
- Total Participants: 251
- Total Assets: $87.8M
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 | 251 | $87.8M | $1.5M | $1.5M |
| 2023 | 331 | $79.4M | $1.4M | $1.5M |
| 2022 | 322 | $69.3M | $1.3M | $1.4M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — 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 | $30,826 | — | $30,826 | — | — |
| 2023 | $20,255 | — | $20,255 | — | — |
| 2022 | $46,574 | — | $46,574 | — | — |