Plan Snapshot
- Plan Sponsor: Cpc Integrated Health, INC.
- Sponsor EIN: 210719369
- Sponsor Address: 10 INDUSTRIAL WAY E, EATONTOWN, NJ, 077243332
- Plan Type: 403(b)
- Total Participants: 313
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 313 | $29.4M | $574,726 | $1.5M |
| 2023 | 344 | $26.2M | $598,374 | $1.5M |
| 2022 | 352 | $21.8M | $509,737 | $1.4M |
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 |
|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | INVESTMENT ADVISORY | — | $61,975 | $61,975 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $29,544 | — | $29,544 |
| WITHUM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,519
- Estimated Expense Ratio: 0.312% 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 | $29,544 | — | $29,544 | — | — |
| 2023 | $23,291 | — | $23,291 | — | — |
| 2022 | $27,595 | — | $27,595 | — | — |