# Princeton Mortgage Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/princeton-mortgage-corporation-222470496-501

> Princeton Mortgage Corporation's Health & Welfare plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Princeton Mortgage Corporation

- **Sponsor EIN:** 222470496

- **Sponsor Address:** 439 GRAND AVE, EWING, NJ, 08628

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 31

- **Total Assets:** $829,850

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|31|$829,850|$412,689|$302,685|

| 2023|51|$417,234|$662,416|$377,171|

| 2022|65|$109,144|$643,034|$322,070|

## 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|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$18,785|—|$18,785|

| THE BENECON GROUP, LLC|Investment Advisor|$13,719|—|$13,719|

| UMR|Other Service Provider|$9,647|—|$9,647|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,151

- **Estimated Expense Ratio:** 5.079% 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|$664,496|—|—|—|—|

| 2023|$924,585|—|—|—|—|

| 2022|$982,516|—|—|—|—|

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