Back to filter
Original filing (PDF)20250415124738NAL0003279121001
PRINCETON DAY SCHOOL
Form 5500
FILING_RECEIVED
PRINCETON DAY SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
309
Accounts w/ balance
612
Plan assets (EOY)
$103.8M
Net assets (EOY)
$103.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRINCETON DAY SCHOOL.
Plan sponsor
Name
PRINCETON DAY SCHOOL
EIN
21-0727645
Address
PO BOX 75 · PRINCETON, NJ · 08542
Phone
(609) 924-6700
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — | NONE | $35K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $21K | — |
| TIAA | 13-1624203 | — | NONE | $2K | — |
Investments
1 pooled fund· $2.4M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $2.4M | 2.3% |