Plan Snapshot
- Plan Sponsor: Onsite Neonatal Partners, INC.
- Sponsor EIN: 200314622
- Sponsor Address: 1000 HADDONFIELD-BERLIN ROAD, VOORHEES, NJ, 08043
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 140 | $21.6M | $655,208 | $1.5M |
| 2023 | 131 | $19.1M | $601,020 | $1.4M |
| 2022 | 127 | $16.1M | $567,787 | $1.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $39,199 | — | $39,199 |
| ADP, INC. | RECORD KEEPER | $26,098 | — | $26,098 |
| STEPHANO SLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- STEPHANO SLACK LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,297
- Estimated Expense Ratio: 0.302% 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 | $65,298 | $39,200 | — | — | — |
| 2023 | $57,857 | $32,790 | — | — | — |
| 2022 | $57,585 | — | — | — | — |