Plan Snapshot
- Plan Sponsor: Children'S Center Of Monmouth County, INC.
- Sponsor EIN: 223040584
- Sponsor Address: 1115 GREEN GROVE ROAD, NEPTUNE, NJ, 077532571
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $6.4M
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 | 304 | $6.4M | $0 | $309,970 |
| 2023 | 212 | $5.5M | $0 | $302,163 |
| 2022 | 225 | $4.7M | $0 | $267,893 |
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 |
|---|---|---|---|---|
| NETWORK 1 FINANCIAL SECURITIES | ADVISOR | — | $14,028 | $14,028 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,095 | — | $7,095 |
| HFA CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HFA CERTIFIED PUBLIC ACCOUNTANTS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,123
- Estimated Expense Ratio: 0.331% 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 | $7,095 | — | — | — | — |
| 2023 | $5,392 | — | — | — | — |
| 2022 | $6,009 | — | — | — | — |