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

> The Pennington School's 403(b) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Pennington School

- **Sponsor EIN:** 210635004

- **Sponsor Address:** 112 W DELAWARE AVENUE, PENNINGTON, NJ, 085341601

- **Plan Type:** 403(b)

- **Total Participants:** 180

- **Total Assets:** $47.6M

## 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|180|$47.6M|$929,413|$1.3M|

| 2023|196|$43.1M|$885,623|$1.2M|

| 2022|185|$38.4M|$788,828|$1.1M|

## 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|

| FIDUCIENT ADVISORS, LLC|Other Service Provider|$41,753|—|$41,753|

| TIAA CREF|Other Service Provider|$34,552|—|$34,552|

| TAIT, WELLER & BAKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA CREF](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [TAIT, WELLER & BAKER LLP](https://planprovider.pro/provider/tait-weller-and-baker-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,305

- **Estimated Expense Ratio:** 0.160% 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|$76,305|—|$76,305|—|—|

| 2023|$60,040|—|—|—|—|

| 2022|—|—|—|—|—|

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