# Atlantic Health System DB Plan
Source: https://planprovider.pro/companies/atlantic-health-system-plan-001

> Atlantic Health System's DB plan: 4,770 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

- **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](https://planprovider.pro/provider/wiss-and-company) — NONE

- [WITMAN STADTMAUER PA](https://planprovider.pro/provider/witman-stadtmauer-pa) — NONE

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/atlantic-health-system-plan-001)

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