Plan Snapshot
- Plan Sponsor: Regional Cancer Care Associates LLC
- Sponsor EIN: 223141761
- Sponsor Address: 500 FRANK W. BURR BOULEVARD, TEANECK, NJ, 07666
- Plan Type: 401(k)
- Total Participants: 521
- Total Assets: $125.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 521 | $125.7M | $4.3M | $3.5M |
| 2023 | 446 | $117.3M | $3.8M | $3.6M |
| 2022 | 706 | $108.7M | $4.5M | $3.4M |
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 | Recordkeeper | $199,793 | — | $199,793 |
| MORGAN STANLEY GLOBAL | Recordkeeper | — | $101,226 | $101,226 |
| MORGAN STANLEY | Recordkeeper | $25,682 | — | $25,682 |
| THE MANDMARBLESTONE GROUP LLC | Other Service Provider | $225 | $24,142 | $24,367 |
| GRASSI & CO., CPAS P.C. | Auditor | — | $17,675 | $17,675 |
| BEACON POINTE ADVISORS | Investment Advisor | $10,235 | — | $10,235 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL — Recordkeeper
- MORGAN STANLEY — Recordkeeper
- GRASSI & CO., CPAS P.C. — Auditor
- BEACON POINTE ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $378,978
- Estimated Expense Ratio: 0.301% 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 | $243,254 | — | $243,254 | — | — |
| 2023 | $209,464 | $3,611 | $198,983 | — | — |
| 2022 | $196,872 | $5,265 | $191,607 | — | — |