# New Jersey Hospital Association DB Plan
Source: https://planprovider.pro/companies/new-jersey-hospital-association-plan-013

> New Jersey Hospital Association&#39;s DB plan: 108 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 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](https://planprovider.pro/provider/john-hancock) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

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