# The Peddie School 403(b) Plan
Source: https://planprovider.pro/companies/the-peddie-school-403b-plan

> The Peddie School's 403(b) plan: 251 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA - CREF|NONE|$31,117|—|$31,117|

| FLEXPATH STRATEGIES, LLC|NONE|$27,858|—|$27,858|

| WITHUMSMITH+BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,975

- **Estimated Expense Ratio:** 0.067% 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|$30,826|—|$30,826|—|—|

| 2023|$20,255|—|$20,255|—|—|

| 2022|$46,574|—|$46,574|—|—|

## Similar Plans

- [Montclair Kimberley Academy Foundation](https://planprovider.pro/companies/montclair-kimberley-academy-foundation-403b-plan) — 246 participants

- [Georgian Court University](https://planprovider.pro/companies/georgian-court-university-403b-plan) — 256 participants

- [Dwight-Englewood School](https://planprovider.pro/companies/dwight-englewood-school-403b-plan) — 241 participants

- [The Ctc Academy, INC.](https://planprovider.pro/companies/the-ctc-academy-inc-plan) — 263 participants

- [New Jersey Education Association](https://planprovider.pro/companies/new-jersey-education-association-plan-001) — 236 participants

- [Kent Place School](https://planprovider.pro/companies/kent-place-school-403b-plan) — 229 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-peddie-school-403b-plan)

© 2026 PlanProvider.Pro