# Englewood Hospital And Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/englewood-hospital-and-medical-center-403b-plan

> Englewood Hospital And Medical Center's 403(b) plan: 3,619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Englewood Hospital And Medical Center

- **Sponsor EIN:** 221487173

- **Sponsor Address:** 350 ENGLE STREET, ENGLEWOOD, NJ, 07631

- **Plan Type:** 403(b)

- **Total Participants:** 3,619

- **Total Assets:** $341.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|3,619|$341.8M|$5.1M|$19.1M|

| 2023|3,393|$294.0M|$4.6M|$16.6M|

| 2022|3,269|$243.6M|$4.2M|$15.3M|

## 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|RECORDKEEPER|$269,398|—|$269,398|

| 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $269,398

- **Estimated Expense Ratio:** 0.079% 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|$269,397|—|—|—|—|

| 2023|$249,345|—|—|—|—|

| 2022|$171,782|—|—|—|—|

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