Plan Snapshot
- Plan Sponsor: Robert Wood Johnson Foundation
- Sponsor EIN: 226029397
- Sponsor Address: 50 COLLEGE ROAD EAST, PRINCETON, NJ, 08540
- Plan Type: 403(b)
- Total Participants: 338
- Total Assets: $132.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 338 | $132.2M | $885,894 | $3.9M |
| 2023 | 330 | $121.0M | $827,238 | $3.8M |
| 2022 | 310 | $108.3M | $768,295 | $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 |
|---|---|---|---|---|
| EISNERAMPER LLP | NONE | $36,500 | — | $36,500 |
| TIAA | NONE | $25,670 | — | $25,670 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $25,350 | — | $25,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — NONE
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,520
- Estimated Expense Ratio: 0.066% 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 | $90,232 | — | — | $36,500 | — |
| 2023 | $20,425 | — | — | — | — |
| 2022 | $19,233 | — | — | — | — |