Plan Snapshot
- Plan Sponsor: Inspira Health Network Medical Group, P.C.
- Sponsor EIN: 205745047
- Sponsor Address: 333 IRVING AVENUE, BRIDGETON, NJ, 08302
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $30.5M
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 | 231 | $30.5M | $0 | $0 |
| 2023 | 231 | $30.0M | $0 | $17,456 |
| 2022 | 231 | $27.5M | $2.6M | $2.5M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $18,706 | — | $18,706 |
| BAKER TILLY US, LLP | SERVICE PROVIDER | $15,150 | — | $15,150 |
| BAKER TILLY US LLP | Auditor | $15,150 | — | $15,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE 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: $49,006
- Estimated Expense Ratio: 0.161% 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 | $36,257 | $2,401 | $18,706 | $15,150 | — |
| 2023 | $24,219 | $2,889 | $17,950 | $3,380 | — |
| 2022 | $23,510 | $1,132 | $18,478 | — | $3,900 |