Original filing (PDF)20251022110839NAL0001364321001

PRINCETON FRIENDS SCHOOL

Name: PRINCETON FRIENDS SCHOOL — PRINCETON FRIENDS' SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: PRINCETON FRIENDS SCHOOL

Form 5500-SF

FILING_RECEIVED

PRINCETON FRIENDS' SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late filing · 3.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRINCETON FRIENDS SCHOOL.

Plan sponsor

Name

PRINCETON FRIENDS SCHOOL

EIN

22-2790041

Address

470 QUAKER ROAD · PRINCETON, NJ · 08540

Phone

(609) 683-1194

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-10-22

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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