Plan Snapshot
- Plan Sponsor: Continuum Health Alliance, LLC
- Sponsor EIN: 201073471
- Sponsor Address: 404 LIPPINCOTT DRIVE, MARLTON, NJ, 08053
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $236,741
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 108 | $236,741 | $0 | $372,913 |
| 2023 | 113 | $8.3M | $0 | $556,467 |
| 2022 | 124 | $7.5M | $0 | $474,445 |
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 |
|---|---|---|---|---|
| PRICE KUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICE KUBECKA — Auditor
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 | $61,449 | $23,933 | — | — | — |
| 2023 | $40,194 | $13,275 | — | — | — |
| 2022 | $43,798 | — | — | — | — |