Plan Snapshot
- Plan Sponsor: Regional Women'S Health Group, LLC
- Sponsor EIN: 223693606
- Sponsor Address: ECHELON ONE, SUITE 300, 227 LAUREL, VOORHESS, NJ, 08043
- Plan Type: 401(k)
- Total Participants: 2,120
- Total Assets: $324.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,120 | $324.0M | $12.4M | $13.1M |
| 2023 | 2,250 | $290.5M | $13.1M | $13.8M |
| 2022 | 2,391 | $202.0M | $12.9M | $13.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $105,631 | — | $105,631 |
| CREATIVE PLANNING LLC | Investment Advisor | $100,190 | — | $100,190 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $47,717 | — | $47,717 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,538
- Estimated Expense Ratio: 0.078% 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 | $253,538 | $147,907 | $600 | — | — |
| 2023 | $263,590 | $151,682 | $1,200 | — | — |
| 2022 | $276,451 | $23,636 | — | — | — |