Plan Snapshot
- Plan Sponsor: New Jersey Hospital Association
- Sponsor EIN: 210618622
- Sponsor Address: 760 ALEXANDER ROAD, PRINCETON, NJ, 08540
- Plan Type: DB
- Total Participants: 108
- Total Assets: $23.7M
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 | 108 | $23.7M | $375,000 | $0 |
| 2023 | 114 | $24.0M | $562,500 | $0 |
| 2022 | 114 | $22.7M | $750,000 | $0 |
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 |
|---|---|---|---|---|
| BUCK GLOBAL, LLC | NONE | $44,861 | — | $44,861 |
| THE CONCORD ADVISORY GROUP | NONE | $8,186 | — | $8,186 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $7,067 | — | $7,067 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NATIONAL ASSOCIATION — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,114
- Estimated Expense Ratio: 0.254% 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 | $85,061 | $8,186 | — | — | — |
| 2023 | $97,908 | $7,689 | — | — | — |
| 2022 | $108,758 | $16,496 | — | — | $69,822 |