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Original filing (PDF)20250929141012NAL0011403537001
P.G. CHAMBERS SCHOOL, INC.
Form 5500
FILING_RECEIVED
P.G. CHAMBERS SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
210
Accounts w/ balance
165
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P.G. CHAMBERS SCHOOL, INC..
Plan sponsor
Name
P.G. CHAMBERS SCHOOL, INC.
EIN
22-1551480
Address
15 HALKO DR · CEDAR KNOLLS, NJ · 079271306
Phone
(973) 829-8484
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
31 direct securities· $20.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Intl Growth R6 Fund | — | — | — | $3.0M | 14.9% | |
| Vanguard Explorer Admiral Fund | — | — | — | $2.4M | 11.9% | |
| Nuveen Lifecycl Index 2010 R6 | — | — | — | $2.4M | 11.5% | |
| JanusHenderson Entrprs N | — | — | — | $2.1M | 10.3% | |
| Principal Guaranteed Option | — | — | — | $1.1M | 5.2% | |
| NUVEEN LIFECYCL INDEX 2015 R6 | — | — | — | $1.0M | 5.0% | |
| Prin RE Secs R6 Fund | — | — | — | $1.0M | 4.9% | |
| DFA US Lg Cp Grth Port I Fd | — | — | — | $866K | 4.2% | |
| Fidelity Inf-Pr Bond Index Fd | — | — | — | $844K | 4.1% | |
| Fidelity Mid Cp Index Fund | — | — | — | $839K | 4.1% | |
| Nuveen Lifecycl Index 2045 R6 | — | — | — | $832K | 4.1% | |
| Nuveen Lifecycl Index 2035 R6 | — | — | — | $786K | 3.8% | |
| Fidelity Sm Cap Index Fund | — | — | — | $507K | 2.5% | |
| Nuveen Lifecycl Index 2040 R6 | — | — | — | $489K | 2.4% | |
| Fidelity 500 Index Fund | — | — | — | $484K | 2.4% | |
| Nuveen Lifecycl Indx Ret Inc R | — | — | — | $301K | 1.5% | |
| Nuveen Lifecycl Index 2055 R6 | — | — | — | $267K | 1.3% | |
| Nuveen Lifecycl Index 2065 R6 | — | — | — | $196K | 1.0% | |
| Fidelity International Idx Fd | — | — | — | $191K | 0.9% | |
| DFA US Targeted Value I Fund | — | — | — | $172K | 0.8% | |
| Dodge & Cox Stock X Fund | — | — | — | $130K | 0.6% | |
| Nuveen Lifecycl Index 2060 R6 | — | — | — | $126K | 0.6% | |
| Nuveen Lifecycl Index 2050 R6 | — | — | — | $101K | 0.5% | |
| Vanguard Int-Tm Bd Idx Adm Fd | — | — | — | $88K | 0.4% | |
| Participant Loans | — | — | — | $88K | 0.4% | |
| AMERICAN FUNDS NEWWORLD R6 | — | — | — | $76K | 0.4% | |
| Allspring Spec M Cap Value R6 | — | — | — | $43K | 0.2% | |
| Amer Funds Amer Bal R6 Fd | — | — | — | $37K | 0.2% | |
| Nuveen Lifecycl Index 2030 R6 | — | — | — | $34K | 0.2% | |
| Nuveen Lifecycl Index 2025 R6 | — | — | — | $16K | <0.1% | |
| Nuveen Lifecycl Index 2020 R6 | — | — | — | $15K | <0.1% |