# Bancroft 403(b) Plan
Source: https://planprovider.pro/companies/bancroft-403b-plan

> Bancroft's 403(b) plan: 2,998 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$199,255|—|$199,255|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $199,255

- **Estimated Expense Ratio:** 0.206% 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|$199,255|—|$199,255|—|—|

| 2023|$244,453|—|$244,453|—|—|

| 2022|$209,435|—|$209,435|—|—|

## Similar Plans

- [Couve Healthcare Consulting, LLC](https://planprovider.pro/companies/couve-healthcare-consulting-llc-401k-plan) — 2,761 participants

- [Care One Management, LLC](https://planprovider.pro/companies/care-one-management-llc-401k-plan-003) — 3,304 participants

- [Care One Management, LLC](https://planprovider.pro/companies/care-one-management-llc-401k-plan-001) — 3,558 participants

- [Carerite Centers, LLC](https://planprovider.pro/companies/carerite-centers-llc-401k-plan) — 2,409 participants

- [Atlas Healthcare, LLC](https://planprovider.pro/companies/atlas-healthcare-llc-plan) — 3,685 participants

- [Atlantic Coast Rehab & Health](https://planprovider.pro/companies/atlantic-coast-rehab-health-401k-plan) — 2,301 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bancroft-403b-plan)

© 2026 PlanProvider.Pro