Plan Snapshot
- Plan Sponsor: Elwyn New Jersey
- Sponsor EIN: 221801227
- Sponsor Address: 228 WEST LANDIS AVENUE, VINELAND, NJ, 08360
- Plan Type: DB
- Plan Number: 001
- Total Participants: 102
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 102 | $14.2M | $500,000 | $0 |
| 2023 | 116 | $14.8M | $532,722 | $0 |
| 2022 | 145 | $15.6M | $321,924 | $0 |
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 |
|---|---|---|---|---|
| MILL CREEK CAPITAL ADVISORS, LLC | Other Service Provider | $50,348 | — | $50,348 |
| BRINKER CAPITAL INC. | Other Service Provider | $27,833 | — | $27,833 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,181
- Estimated Expense Ratio: 0.552% 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 | $213,999 | $78,181 | — | — | — |
| 2023 | $244,734 | $71,953 | — | — | — |
| 2022 | $317,023 | $81,500 | $5,011 | — | — |