Plan Snapshot
- Plan Sponsor: Hunterdon Orthopaedic Institut
- Sponsor EIN: 222175464
- Sponsor Address: 8100 WESCOTT DR STE 101, FLEMINGTON, NJ, 088224671
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $25.6M
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. |
|---|---|---|---|---|
| 2025 | 92 | $25.6M | $1.1M | $754,385 |
| 2024 | 84 | $22.2M | $832,992 | $743,280 |
| 2023 | 124 | $18.6M | $607,469 | $577,825 |
| 2022 | 103 | $14.8M | $596,805 | $525,353 |
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 |
|---|---|---|---|---|
| POOLER CPA GROUP, LLC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POOLER CPA GROUP, LLC — Independent 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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $75,227 | $39,321 | $34,946 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |