Plan Snapshot
- Plan Sponsor: 1st Colonial Community Bank
- Sponsor EIN: 223719127
- Sponsor Address: 1000 ATRIUM WAY, MOUNT LAUREL, NJ, 08054
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 66
- Total Assets: $1,328
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 66 | $1,328 | $0 | $0 |
| 2024 | 65 | $5,724 | $968,619 | $57,003 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPSTONE GROUP | Investment Advisor | $27,860 | — | $27,860 |
| HEALTHNOW | Other Service Provider | $22,306 | — | $22,306 |
| THE BENECON GROUP | Investment Advisor | $15,864 | — | $15,864 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,030
- Estimated Expense Ratio: 4972.139% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $135,664 | — | — | — | — |
| 2024 | $1,174,277 | — | — | — | — |