Plan Snapshot
- Plan Sponsor: Mercer Bucks Orthopaedics, P.C.
- Sponsor EIN: 223572852
- Sponsor Address: 2501 KUSER ROAD, HAMILTON, NJ, 086913302
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 69
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 69 | $16.0M | $0 | $264,274 |
| 2022 | 73 | $15.0M | $405,370 | $544,751 |
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 |
|---|---|---|---|---|
| CRESAP INC. | Other Service Provider | $25,086 | — | $25,086 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | Recordkeeper | $13,155 | — | $13,155 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,241
- Estimated Expense Ratio: 0.240% 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 |
|---|---|---|---|---|---|
| 2023 | $77,762 | — | $77,762 | — | — |
| 2022 | $85,800 | $47,696 | $38,104 | — | — |