Plan Snapshot
- Plan Sponsor: Central Jersey Family Health Consortium
- Sponsor EIN: 223197191
- Sponsor Address: 30 SILVERLINE DR 2ND FL STE 1, NORTH BRUNSWICK, NJ, 08902
- Plan Type: 403(b)
- Total Participants: 133
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $11.9M | $1.1M | $400,082 |
| 2023 | 135 | $9.0M | $653,616 | $312,033 |
| 2022 | 122 | $7.2M | $612,317 | $296,403 |
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 |
|---|---|---|---|---|
| JAMES M. WOOD CPA | Auditor | — | — | $0 |
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 | $59,677 | $35,226 | — | — | — |
| 2023 | $32,892 | $18,944 | — | — | — |
| 2022 | $59,894 | — | $59,894 | — | — |