Plan Snapshot
- Plan Sponsor: Humc Opco LLC (D/B/A Carepoint Health - Hoboken University Med Center)
- Sponsor EIN: 452147328
- Sponsor Address: 308 WILLOW AVENUE, HOBOKEN, NJ, 07030
- Plan Type: 401(k)
- Total Participants: 2,921
- Total Assets: $161.8M
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 | 2,921 | $161.8M | -$73,135 | $8.9M |
| 2023 | 3,144 | $150.1M | $2.2M | $9.3M |
| 2022 | 3,210 | $125.4M | $2.2M | $9.3M |
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 |
|---|---|---|---|---|
| SANTORA CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SANTORA CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $300,719 | — | $300,719 | — | — |
| 2023 | $321,027 | — | $321,027 | — | — |
| 2022 | $389,035 | — | $389,035 | — | — |