# Capital Health System, INC. DC Plan
Source: https://planprovider.pro/companies/capital-health-system-inc-plan-002

> Capital Health System, INC.'s DC plan: 6,888 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capital-health-system-inc-plan-002)

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