Plan Snapshot
- Plan Sponsor: Atlantic Health System
- Sponsor EIN: 223380375
- Sponsor Address: 475 SOUTH STREET, MORRISTOWN, NJ, 07960
- Plan Type: DB
- Total Participants: 4,770
- Total Assets: $964.8M
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. |
|---|---|---|---|---|
| 2024 | 4,770 | $964.8M | $36.0M | $0 |
| 2023 | 5,098 | $969.3M | $50.0M | $0 |
| 2022 | 5,435 | $863.9M | $75.0M | $0 |
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 |
|---|---|---|---|---|
| DELOITTE CONSULTING LLP | NONE | $1,845,550 | — | $1,845,550 |
| FIDELITY INSTITUTIONAL ASSET MGMT | NONE | $262,948 | — | $262,948 |
| NORTHERN TRUST COMPANY | NONE | $64,167 | — | $64,167 |
| WISS & COMPANY LLP | NONE | $26,500 | — | $26,500 |
| PHILLIP RADTKE | NONE | $24,281 | — | $24,281 |
| STATE STREET RESEARCH & MANAGEMENT | NONE | $23,619 | — | $23,619 |
| WITMAN STADTMAUER PA | NONE | $11,842 | — | $11,842 |
| WILLIS TOWERS WATSON | NONE | $10,512 | — | $10,512 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WISS & COMPANY LLP — NONE
- WITMAN STADTMAUER PA — NONE
- WILLIS TOWERS WATSON — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,269,419
- Estimated Expense Ratio: 0.235% 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 | $2,966,845 | $286,568 | — | $26,500 | — |
| 2023 | $5,032,429 | $194,463 | — | $15,000 | — |
| 2022 | $2,849,448 | — | — | — | $1,521,056 |