# New Jersey B.A.C. Health Fund 401(k) Plan
Source: https://planprovider.pro/companies/new-jersey-b-a-c-health-fund-222945933-501

> New Jersey B.A.C. Health Fund's 401(k) plan: 708 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Jersey B.A.C. Health Fund

- **Sponsor EIN:** 222945933

- **Sponsor Address:** 14 PLOG ROAD SUITE 3, FAIRFIELD, NJ, 07004

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 708

- **Total Assets:** $31.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|708|$31.1M|$12.1M|$254,943|

| 2023|748|$33.7M|$12.0M|$252,324|

| 2022|763|$35.9M|$12.6M|$296,799|

## 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|

| HORIZON HEALTHCARE SERVICES, INC.|Other Service Provider|$430,223|—|$430,223|

| GUARDIAN NURSES HEALTHCARE ADVOCATE|Other Service Provider|$200,109|—|$200,109|

| KENNETH CRANDALL|Other Service Provider|$120,361|—|$120,361|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|Other Service Provider|$117,873|—|$117,873|

| MARIA DOLORES LOPEZ|Other Service Provider|$110,371|—|$110,371|

| MICHAEL CANNING|Other Service Provider|$83,200|—|$83,200|

| VIRGINIA & AMBINDER, LLP|Other Service Provider|$63,658|—|$63,658|

| JANET DEPASQUALE|Other Service Provider|$63,404|—|$63,404|

| MARIA RIBEIRO|Other Service Provider|$63,032|—|$63,032|

| JERYL HERNANDEZ|Other Service Provider|$58,990|—|$58,990|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$53,772|—|$53,772|

| MARIA PERRELLI|Other Service Provider|$50,676|—|$50,676|

| THE SEGAL COMPANY|Other Service Provider|$41,400|—|$41,400|

| SUSANIN WIDMAN & BRENNAN PC|Other Service Provider|$39,105|—|$39,105|

| RICHARD J. CUMMINGS, CPA|Other Service Provider|$36,000|—|$36,000|

| SCHULTHEIS & PANATTIERI LLP|Auditor|$34,806|—|$34,806|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$13,750|—|$13,750|

| COMERICA BANK|Other Service Provider|$12,803|—|$12,803|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTHEIS & PANATTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,593,533

- **Estimated Expense Ratio:** 5.122% 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|$2,676,013|$75,441|$430,223|$36,000|—|

| 2023|$1,921,978|$80,073|$450,757|$34,000|—|

| 2022|$1,841,503|$91,553|$478,238|—|$250,524|

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