# Centrastate Healthcare System 401(k) Plan
Source: https://planprovider.pro/companies/centrastate-healthcare-system-401k-plan

> Centrastate Healthcare System&#39;s 401(k) plan: 2,612 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Centrastate Healthcare System

- **Sponsor EIN:** 222482803

- **Sponsor Address:** 901 WEST MAIN STREET, FREEHOLD, NJ, 077282537

- **Plan Type:** 401(k)

- **Total Participants:** 2,612

- **Total Assets:** $111.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|2,612|$111.7M|$5.7M|$0|

| 2023|2,892|$109.8M|$5.4M|$0|

| 2022|1,560|$102.0M|$5.0M|$0|

## 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|RECORDKEEPER|$83,926|—|$83,926|

| UBS FINANCIAL SERVICES, INC|INVESTMENT ADVISORY|$48,000|—|$48,000|

| WITHUM SMITH+BROWN , PC|ACCOUNTING|$34,944|—|$34,944|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [WITHUM SMITH+BROWN , PC](https://planprovider.pro/provider/withumsmithbrown-pc) — ACCOUNTING

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $166,870

- **Estimated Expense Ratio:** 0.149% 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|$249,595|—|—|—|—|

| 2023|$169,442|—|—|—|—|

| 2022|$188,907|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/centrastate-healthcare-system-401k-plan)

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