Plan Snapshot
- Plan Sponsor: Atlanticare Regional Medical Ctr
- Sponsor EIN: 210634549
- Sponsor Address: 6550 DELILAH ROAD BUILDING 508, EGG HARBOR TOWNSHIP, NJ, 08234
- Plan Type: DC
- Total Participants: 6,753
- Total Assets: $434.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 6,753 | $434.1M | $14.1M | $31.4M |
| 2023 | 6,265 | $370.9M | $12.9M | $28.8M |
| 2022 | 5,391 | $307.9M | $11.2M | $27.2M |
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 | RECORDKEEPER | $260,244 | — | $260,244 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $63,500 | — | $63,500 |
| WITHUMSMITH+BROWN,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN,PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $323,744
- Estimated Expense Ratio: 0.075% 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 | $323,744 | $63,500 | — | — | — |
| 2023 | $325,556 | $67,653 | $257,903 | — | — |
| 2022 | $324,282 | — | $309,782 | — | — |