Plan Snapshot
- Plan Sponsor: Bacharach Institute For Rehabilitation
- Sponsor EIN: 210634964
- Sponsor Address: 61 JIM LEEDS ROAD, POMONA, NJ, 08240
- Plan Type: DC
- Total Participants: 6
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | $3.4M | $13,126 | $0 |
| 2023 | 15 | $5.5M | $291,385 | $0 |
| 2022 | 618 | $12.7M | $471,652 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $6,180 | — | $6,180 |
| CAPALDI REYNOLDS & RELOSI | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,180
- Estimated Expense Ratio: 0.181% 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 | $6,181 | — | $6,181 | — | — |
| 2023 | $12,271 | — | $12,271 | — | — |
| 2022 | $13,483 | — | $13,483 | — | — |