Plan Snapshot
- Plan Sponsor: Hunterdon Healthcare System
- Sponsor EIN: 221537688
- Sponsor Address: 2100 WESCOTT DRIVE, FLEMINGTON, NJ, 088224603
- Plan Type: DC
- Total Participants: 2,622
- Total Assets: $235.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,622 | $235.6M | $7.7M | $16.1M |
| 2023 | 2,624 | $200.3M | $6.9M | $14.9M |
| 2022 | 2,483 | $163.3M | $6.1M | $13.7M |
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 |
|---|---|---|---|---|
| ASPIRE ADVISORS, LLC | NONE | $345,829 | — | $345,829 |
| BENEFIT PLANS ADMINITRATIVE SVCS | NONE | $221,508 | — | $221,508 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMINITRATIVE SVCS — NONE
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $567,337
- Estimated Expense Ratio: 0.241% 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 | $567,337 | $345,829 | — | — | — |
| 2023 | $476,026 | $282,164 | $193,862 | — | — |
| 2022 | $441,661 | $380,910 | $57,937 | — | — |