Plan Snapshot
- Plan Sponsor: Coordinated Family Care Of Middlesex County
- Sponsor EIN: 223829444
- Sponsor Address: 30 SILVER LINE DRIVE, SUITE 1, NORTH BRUNSWICK, NJ, 089023399
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $6.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 157 | $6.3M | $326,028 | $486,518 |
| 2023 | 133 | $5.7M | $270,631 | $382,212 |
| 2022 | 83 | $4.8M | $243,090 | $317,341 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $39,671 | — | $39,671 |
| OSAIC WEALTH, INC. | Investment Advisor | — | $20,636 | $20,636 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,307
- Estimated Expense Ratio: 0.962% 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 | $44,044 | — | $44,044 | — | — |
| 2023 | $27,225 | — | $27,225 | — | — |
| 2022 | $812 | — | — | — | — |