# Center For Health Care Strategies, INC. 403(b) Plan
Source: https://planprovider.pro/companies/center-for-health-care-strategies-inc-223375015-003

> Center For Health Care Strategies, INC.'s 403(b) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Center For Health Care Strategies, INC.

- **Sponsor EIN:** 223375015

- **Sponsor Address:** 300 AMERICAN METRO BLVD., STE 125, HAMILTON, NJ, 08619

- **Plan Type:** 403(b)

- **Plan Number:** 003

- **Total Participants:** 72

- **Total Assets:** $15.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|72|$15.0M|$578,009|$500,055|

| 2023|79|$12.8M|$493,617|$552,030|

| 2022|77|$10.5M|$425,600|$500,348|

## 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|

| WORLD INVESTMENT ADVISORS|Investment Advisor|$23,118|—|$23,118|

| THE VANGUARD GROUP, INC.|Recordkeeper|$10,623|—|$10,623|

| PENSIONMARK FINANCIAL GROUP LLC|Investment Advisor|$6,986|—|$6,986|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,727

- **Estimated Expense Ratio:** 0.271% 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|$40,262|$30,105|—|—|—|

| 2023|$33,377|—|$8,043|—|—|

| 2022|$25,844|$18,003|$7,411|—|$430|

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