# 1st Colonial Community Bank Health & Welfare Plan
Source: https://planprovider.pro/companies/1st-colonial-community-bank-223719127-501

> 1st Colonial Community Bank's Health & Welfare plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Jpmorgan Chase Bank, National Association](https://planprovider.pro/companies/jpmorgan-chase-bank-national-association-401k-plan) — 185,310 participants

- [Jpmorgan Chase Bank, National Association](https://planprovider.pro/companies/jpmorgan-chase-bank-national-association-134994650-502) — 154,963 participants

- [Jpmorgan Chase Bank, National Association](https://planprovider.pro/companies/jpmorgan-chase-bank-national-association-plan-001) — 78,270 participants

- [Valley National Bank](https://planprovider.pro/companies/valley-national-bank-401k-plan) — 3,696 participants

- [Bessemer Trust Company](https://planprovider.pro/companies/bessemer-trust-company-401k-plan) — 1,272 participants

- [Peapack Private](https://planprovider.pro/companies/peapack-gladstone-bank-401k-plan) — 845 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/1st-colonial-community-bank-223719127-501)

© 2026 PlanProvider.Pro