Plan Snapshot
- Plan Sponsor: Juniper Communities LLC
- Sponsor EIN: 133458256
- Sponsor Address: 400 BROAD ACRES DRIVE, BLOOMFIELD, NJ, 07003
- Plan Type: 401(k)
- Total Participants: 1,995
- Total Assets: $11.9M
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 | 1,995 | $11.9M | $254,818 | $1.4M |
| 2023 | 1,711 | $11.0M | $232,964 | $1.4M |
| 2022 | 1,357 | $9.5M | $250,454 | $1.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $50,758 | — | $50,758 |
| ADP, INC. | RECORD KEEPER | $14,774 | — | $14,774 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,532
- Estimated Expense Ratio: 0.551% 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 | $65,532 | $50,758 | — | — | — |
| 2023 | $55,065 | $44,813 | — | — | — |
| 2022 | $54,081 | — | — | — | — |