Plan Snapshot
- Plan Sponsor: National Center For Advocacy And Recovery, INC.
- Sponsor EIN: 222436069
- Sponsor Address: 360 CORPORATE BLVD., ROBBINSVILLE, NJ, 08691
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 98
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 98 | $9.8M | $486,329 | $163,071 |
| 2023 | 100 | $8.6M | $575,131 | $132,173 |
| 2022 | 103 | $7.3M | $674,459 | $164,700 |
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 |
|---|---|---|---|---|
| RED BANK PENSION SERVICES, INC. | Recordkeeper | $5,140 | — | $5,140 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,140
- Estimated Expense Ratio: 0.052% 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 | $71,933 | — | — | — | — |
| 2023 | $15,897 | — | — | — | — |
| 2022 | $55,568 | — | — | — | — |