Retirement plan

DAVID GREGORY SCHOOL QUALIFIED PLAN

Name: DAVID GREGORY SCHOOL, INC. - DAVID GREGORY SCHOOL QUALIFIED PLAN (2025) Form 5500
Creator: DAVID GREGORY SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID GREGORY SCHOOL QUALIFIED PLAN, DAVID GREGORY SCHOOL, INC.

DAVID GREGORY SCHOOL, INC.EIN 22-3229032Plan #001PY 2025

347 N. FARVIEW AVE. - PARAMUS, NJ 07652201-967-9772LinkedIn51-200 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+27.3% from 2024

Total participants

-5.7% from 2024

Average account balance

$45,600

+12.0% from 2024

Annual return

11.50%

-3.49 pp from 2024

Benchmarks

See 1,294 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort1,294 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$46K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$367K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2066

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$103K

$2718 / participant

Other / not subdivided$103K100.0%

% of EOY assets

4.530%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,600

$55,457-17.8%

$77,361-41.1%

$94,015-51.5%

Participation rate

100.0%

69.8%+30.2pp

75.0%+25.0pp

70.8%+29.2pp

Annual return

11.50%

15.57%-4.1pp

1011.54%-1000.0pp

17.84%-6.3pp

Employer contribution / active EE

$6,467

$2,255+186.8%

$2,990+116.3%

$2,790+131.8%

Participant deferral / active EE

$3,196

$3,069+4.1%

$3,911-18.3%

$4,249-24.8%

Admin fee / account holder

$2,066

$4,334-52.3%

$5,894-65.0%

$8,951-76.9%

DAVID GREGORY SCHOOL QUALIFIED PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVID GREGORY SCHOOL QUALIFIED PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion