# Atlantic Health System INC. 403(b) Plan
Source: https://planprovider.pro/companies/atlantic-health-system-inc-403b-plan

> Atlantic Health System INC.'s 403(b) plan: 22,873 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$1,243,881|—|$1,243,881|

| WILLIS TOWERS WATSON US LLC|NONE|$112,308|—|$112,308|

| WISS & COMPANY LLP|NONE|$26,000|—|$26,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [WISS & COMPANY LLP](https://planprovider.pro/provider/wiss-and-company) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,382,189

- **Estimated Expense Ratio:** 0.107% 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|

| 2024|$1,436,294|$138,308|—|—|—|

| 2023|$1,685,358|$75,000|—|—|—|

| 2022|$1,387,596|$1,165,566|—|—|—|

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