Plan Snapshot
- Plan Sponsor: Community Health Care, INC
- Sponsor EIN: 222763588
- Sponsor Address: 14 NORTH PEARL STREET, BRIDGETON, NJ, 083021946
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $21.2M
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 | 247 | $21.2M | $1.0M | $875,779 |
| 2023 | 311 | $20.6M | $860,397 | $859,659 |
| 2022 | 238 | $17.0M | $839,773 | $825,421 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | RECORDKEEPER | $84,137 | — | $84,137 |
| INDEPENDENT ADVIS. | INVESTMENT ADVISORY | $44,887 | — | $44,887 |
| MARTINI & MARTINI CPA, PA | AUDITOR | $13,000 | — | $13,000 |
| THE MANDMARBLESTONE GROUP LLC | THIRD PARTY PLAN ADMIN | $12,660 | — | $12,660 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,684
- Estimated Expense Ratio: 0.729% 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 | $153,824 | $44,887 | $83,277 | $13,000 | — |
| 2023 | $148,023 | $40,372 | $85,976 | — | — |
| 2022 | $113,390 | $25,864 | $83,381 | — | $4,145 |