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Original filing (PDF)20250730104251NAL0003923681001

THE PENNINGTON SCHOOL

Form 5500
FILING_RECEIVED
THE PENNINGTON SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
180
Accounts w/ balance
411
Plan assets (EOY)
$47.6M
Net assets (EOY)
$47.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PENNINGTON SCHOOL.
Plan sponsor
Name
THE PENNINGTON SCHOOL
EIN
21-0635004
Address
112 W DELAWARE AVENUE · PENNINGTON, NJ · 085341601
Phone
(609) 737-6120
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
TAIT, WELLER & BAKER LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
FIDUCIENT ADVISORS, LLC36-4001764WINDSOR, CT—$42K—
TIAA CREF13-1624203NEW YORK, NY—$35K—

Investments

1 pooled fund· $1.4M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
——$1.4M2.9%

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