Plan Snapshot
- Plan Sponsor: Bancroft
- Sponsor EIN: 210672770
- Sponsor Address: 236 ROUTE 38, MOORESTOWN, NJ, 08057
- Plan Type: 403(b)
- Total Participants: 2,998
- Total Assets: $96.6M
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 | 2,998 | $96.6M | $1.8M | $7.8M |
| 2023 | 3,081 | $83.1M | $1.6M | $7.0M |
| 2022 | 2,747 | $69.5M | $1.4M | $6.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $199,255 | — | $199,255 | — | — |
| 2023 | $244,453 | — | $244,453 | — | — |
| 2022 | $209,435 | — | $209,435 | — | — |