Plan Snapshot
- Plan Sponsor: Fox Management Rehabilitation Services LLC
- Sponsor EIN: 833020179
- Sponsor Address: 7 CARNEGIE PLAZA, CHERRY HILL, NJ, 08003
- Plan Type: 401(k)
- Total Participants: 2,809
- Total Assets: $100.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2023 | 2,809 | $100.5M | $865,061 | $11.6M |
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 FINANCIAL LIFE INS CO | RECORDKEEPER | $283,040 | — | $283,040 |
| USI ADVISORS INC | ADVISOR | $97,500 | — | $97,500 |
| MARCUM LLP | AUDITOR | $70,560 | — | $70,560 |
| RAYMOND JAMES & ASSOCIATES INC | ADVISOR | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
- RAYMOND JAMES & ASSOCIATES INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $475,100
- Estimated Expense Ratio: 0.473% 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 |
|---|---|---|---|---|---|
| 2023 | $237,550 | $60,750 | — | $35,280 | — |