# Preferred Behavioral Health Of Nj 403(b) Plan
Source: https://planprovider.pro/companies/preferred-behavioral-health-of-nj-403b-plan

> Preferred Behavioral Health Of Nj's 403(b) plan: 394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$73,269|—|$73,269|

| NEWPORT CAPITAL GROUP|INVESTMENT ADVISORY|—|$26,523|$26,523|

| 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](https://planprovider.pro/provider/holman-frenia-allison-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,792

- **Estimated Expense Ratio:** 0.624% 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|$73,270|—|$73,270|—|—|

| 2023|$65,678|—|$65,678|—|—|

| 2022|$15,785|—|$15,785|—|—|

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