Plan Snapshot
- Plan Sponsor: Atlantic Health System INC.
- Sponsor EIN: 521958352
- Sponsor Address: 475 SOUTH STREET, MORRISTOWN, NJ, 07962
- Plan Type: 403(b)
- Total Participants: 22,873
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22,873 | $1.3B | $47.1M | $133.7M |
| 2023 | 21,488 | $1.0B | $39.3M | $116.2M |
| 2022 | 19,932 | $759.1M | $26.3M | $95.7M |
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 |
|---|---|---|---|---|
| WISS & COMPANY,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WISS & COMPANY,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $1,436,294 | $138,308 | — | — | — |
| 2023 | $1,685,358 | $75,000 | — | — | — |
| 2022 | $1,387,596 | $1,165,566 | — | — | — |