Plan Snapshot
- Plan Sponsor: Englewood Healthcare Enterprises, INC.
- Sponsor EIN: 222872393
- Sponsor Address: 350 ENGLE STREET, ENGLEWOOD, NJ, 07631
- Plan Type: 401(k)
- Total Participants: 640
- Total Assets: $9.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 640 | $9.3M | $173,516 | $1.4M |
| 2023 | 579 | $6.9M | $146,046 | $1.2M |
| 2022 | 472 | $4.9M | $117,507 | $956,822 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $34,140 | — | $34,140 |
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- BAKER TILLY, US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,140
- Estimated Expense Ratio: 0.369% 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 | $34,140 | — | — | — | — |
| 2023 | $27,144 | — | — | — | — |
| 2022 | $23,171 | — | — | — | — |