# Elwyn New Jersey DB Plan
Source: https://planprovider.pro/companies/elwyn-new-jersey-221801227-001

> Elwyn New Jersey's DB plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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