Plan Snapshot
- Plan Sponsor: Planned Companies Holding, INC
- Sponsor EIN: 371559272
- Sponsor Address: 150 SMITH ROAD, PARSIPPANY, NJ, 07054
- Plan Type: 401(k)
- Total Participants: 3,756
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,756 | $11.2M | $325,524 | $1.3M |
| 2023 | 3,944 | $9.2M | $337,933 | $1.2M |
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 |
|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $9,629 | — | $9,629 |
| KAUFMAN ROSSIN & CO P.A. | AUDITOR | $9,450 | — | $9,450 |
| KAUFMAN ROSSIN & CO., P.A. | Auditor | $9,450 | — | $9,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN ROSSIN & CO., P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,529
- Estimated Expense Ratio: 0.256% 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 | $19,079 | — | — | $9,450 | — |
| 2023 | $12,340 | — | — | — | — |