Back to filter
Original filing (PDF)20250731081743NAL0002917347002
PRINCETON CHILD DEVELOPMENT INSTITUTE, INC.
Form 5500
FILING_RECEIVED
PRINCETON CHILD DEVELOPMENT INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
31% in single holding
Active participants
74
Accounts w/ balance
152
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
84
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "CREF Stock R1 Mutual Funds" is 31% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRINCETON CHILD DEVELOPMENT INSTITUTE, INC..
Plan sponsor
Name
PRINCETON CHILD DEVELOPMENT INSTITUTE, INC.
EIN
22-1912964
Address
300 COLD SOIL ROAD · PRINCETON, NJ · 085402002
Phone
(609) 924-6280
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
2025-07-31
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
20 direct securities · 1 pooled fund· $10.3M(100% 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.
Uncategorized
$10.1M
20 holdings
Pooled Separate Account
$160K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 Mutual Funds | — | — | — | $3.2M | 31.3% | |
| TIAA Traditional RA | — | — | — | $2.6M | 25.7% | |
| CREF Growth R1 Mutual Funds | — | — | — | $1.3M | 12.4% | |
| CREF Equity Index R1 Mutual Funds | — | — | — | $629K | 6.1% | |
| CREF Global Equities R1 Mutual Funds | — | — | — | $518K | 5.0% | |
| TIAA Access Nuv LifCyc 2030 T4 Mutual Funds | — | — | — | $391K | 3.8% | |
| CREF Money Market R1 Money Market | — | — | — | $350K | 3.4% | |
| CREF Social Choice R1 Mutual Funds | — | — | — | $217K | 2.1% | |
| CREF Core Bond R1 Mutual Funds | — | — | — | $192K | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $160K | 1.6% | |
| TIAA Access Nuv LifCyc 2055 T4 Mutual Funds | — | — | — | $155K | 1.5% | |
| TIAA Access Nuv LifCyc 2060 T4 Mutual Funds | — | — | — | $123K | 1.2% | |
| CREF Inflation-Linked Bond R1 Mutual Funds | — | — | — | $117K | 1.1% | |
| TIAA Access Nuv LifCyc 2035 T4 Mutual Funds | — | — | — | $76K | 0.7% | |
| Notes receivable from participants Maturities through August 2029 at interest rate of 5.00% - 9.50% | — | — | — | $54K | 0.5% | |
| TIAA Traditional Supplemental GSRA & SRA | — | — | — | $53K | 0.5% | |
| TIAA Access Nuv LifCyc 2025 T4 Mutual Funds | — | — | — | $39K | 0.4% | |
| TIAA Access Nuv LifCyc 2050 T4 Mutual Funds | — | — | — | $33K | 0.3% | |
| TIAA Access Nuv LifCyc 2040 T4 Mutual Funds | — | — | — | $16K | 0.2% | |
| TIAA Access Nuv LifCyc 2045 T4 Mutual Funds | — | — | — | $15K | 0.1% | |
| TIAA Access Nuv LfCy Rt Inc T4 Mutual Funds | — | — | — | $6K | <0.1% |
Related plans
Similar-size Educational Services plans
COLLEGE TRACK
COLLEGE TRACK 401(K)
$10.3M · 230 participants
NORTHWESTERN UNIVERSITY
NORTHWESTERN UNIVERSITY EMPLOYEE WELFARE BENEFIT PLAN
$10.3M · 12,557 participants
THE MARGARET GIFFORD SCHOOL AN
403(B) THRIFT PLAN FOR EMPLOYEES OF THE MARGARET GIFFORD SCHOOL AND DAY CENTER, INC.
$10.3M · 78 participants
EVERGREEN CENTER, INC.
EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
$10.3M · 201 participants
BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST
EVERGREEN TEACHERS ASSOCIATION HEALTH & WELFARE TR
$10.3M · 452 participants
OVERBROOK SCHOOL FOR THE BLIND
OVERBROOK STAFF SAVINGS PLAN
$10.3M · 250 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants