# Juniper Communities LLC 401(k) Plan
Source: https://planprovider.pro/companies/juniper-communities-llc-401k-plan

> Juniper Communities LLC's 401(k) plan: 1,995 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [RKL LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Bl Manager, LLC](https://planprovider.pro/companies/bl-manager-llc-401k-plan) — 2,030 participants

- [Springpoint Senior Living, INC.](https://planprovider.pro/companies/springpoint-senior-living-inc-401k-plan) — 1,787 participants

- [Spring Hills, LLC.](https://planprovider.pro/companies/spring-hills-llc-401k-plan) — 1,717 participants

- [Atlantic Coast Rehab & Health](https://planprovider.pro/companies/atlantic-coast-rehab-health-401k-plan) — 2,301 participants

- [Preferred Care Holdings, LLC](https://planprovider.pro/companies/preferred-care-holdings-llc-401k-plan) — 1,667 participants

- [Carerite Centers, LLC](https://planprovider.pro/companies/carerite-centers-llc-401k-plan) — 2,409 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/juniper-communities-llc-401k-plan)

© 2026 PlanProvider.Pro