Plan Snapshot
- Plan Sponsor: Preferred Behavioral Health Of Nj
- Sponsor EIN: 222196988
- Sponsor Address: 700 AIRPORT ROAD, LAKEWOOD, NJ, 08701
- Plan Type: 403(b)
- Total Participants: 394
- Total Assets: $16.0M
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 | 394 | $16.0M | $576,719 | $604,778 |
| 2023 | 381 | $14.4M | $524,534 | $470,028 |
| 2022 | 386 | $13.6M | $472,656 | $459,307 |
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 |
|---|---|---|---|---|
| HOLMAN, FRENIA AND ALLISON PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLMAN, FRENIA AND ALLISON PC — Auditor
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 | $73,270 | — | $73,270 | — | — |
| 2023 | $65,678 | — | $65,678 | — | — |
| 2022 | $15,785 | — | $15,785 | — | — |