Plan Snapshot
- Plan Sponsor: Capital Health System, INC.
- Sponsor EIN: 223548695
- Sponsor Address: 2997 PRINCETON PIKE,, LAWRENCEVILLE, NJ, 08648
- Plan Type: DC
- Total Participants: 6,888
- Total Assets: $450.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6,888 | $450.0M | $4.1M | $31.7M |
| 2023 | 5,966 | $376.5M | $3.7M | $28.8M |
| 2022 | 5,316 | $301.9M | $3.2M | $24.5M |
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 O | NONE | $360,010 | — | $360,010 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $208,242 | — | $208,242 |
| SEI INVESTMENTS COMPANY | NONE | $38,300 | — | $38,300 |
| BAKER TILLY US LLP | NONE | $31,900 | — | $31,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $638,452
- Estimated Expense Ratio: 0.142% 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 | $673,901 | $246,541 | — | $31,900 | — |
| 2023 | $705,044 | $63,239 | — | — | — |
| 2022 | $318,224 | $38,300 | $279,924 | — | — |