Plan Snapshot
- Plan Sponsor: Occupational Training Center Of Burlington County, INC.
- Sponsor EIN: 221735360
- Sponsor Address: 2 MANHATTAN DR., BURLINGTON TOWNSHIP, NJ, 08016
- Plan Type: 403(b)
- Total Participants: 702
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 702 | $6.5M | $0 | $291,140 |
| 2023 | 688 | $5.7M | $0 | $281,159 |
| 2022 | 629 | $4.8M | $0 | $259,659 |
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 |
|---|---|---|---|---|
| MERCADIEN PC | Auditor | — | — | $0 |
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 | $36,685 | $5,276 | — | — | — |
| 2023 | $37,253 | $9,854 | — | — | — |
| 2022 | $41,568 | — | — | — | — |