Plan Snapshot
- Plan Sponsor: Musculoskeletal Transplant Foundation
- Sponsor EIN: 222803458
- Sponsor Address: 125 MAY ST STE 300, EDISON, NJ, 088373264
- Plan Type: 401(k)
- Total Participants: 1,326
- Total Assets: $239.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,326 | $239.6M | $5.9M | $10.6M |
| 2023 | 1,281 | $210.1M | $5.6M | $9.9M |
| 2022 | 1,223 | $177.0M | $5.5M | $9.6M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN, LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $332,877 | — | $332,877 | — | — |
| 2023 | $295,496 | — | $295,496 | — | — |
| 2022 | $286,816 | — | $286,816 | — | — |