# The Wardlaw-Hartridge School 403(b) Plan
Source: https://planprovider.pro/companies/the-wardlaw-hartridge-school-403b-plan

> The Wardlaw-Hartridge School's 403(b) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Wardlaw-Hartridge School

- **Sponsor EIN:** 222109610

- **Sponsor Address:** 1295 INMAN AVENUE, EDISON, NJ, 08820

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

- **Total Participants:** 109

- **Total Assets:** $28.1M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|109|$28.1M|$577,025|$673,677|

| 2023|113|$28.2M|$576,415|$636,409|

| 2022|117|$25.0M|$468,602|$643,467|

## 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|

| PENTEGRA SERVICES, INC.|PLAN ADMINISTRATOR TPA|$14,840|—|$14,840|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISOR|$13,431|—|$13,431|

| NISIVOCCIA LLP|Auditor|-$1,084|—|-$1,084|

### Verified Provider Profiles

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

- [NISIVOCCIA LLP](https://planprovider.pro/provider/nisivoccia-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,187

- **Estimated Expense Ratio:** 0.097% 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|$35,682|—|$36,791|-$1,084|—|

| 2023|$7,805|—|$4,541|$3,264|—|

| 2022|$4,480|—|$4,480|—|—|

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