# Robert Wood Johnson Foundation 403(b) Plan
Source: https://planprovider.pro/companies/robert-wood-johnson-foundation-403b-plan-003

> Robert Wood Johnson Foundation's 403(b) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** 335

- **Total Assets:** $155.7M

## 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|335|$155.7M|$8.3M|$0|

| 2023|339|$139.2M|$7.7M|$0|

| 2022|317|$120.5M|$7.1M|$0|

## 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|

| TIAA|NONE|$44,441|—|$44,441|

| EISNERAMPER LLP|NONE|$36,500|—|$36,500|

| CAPFINANCIAL PARTNERS, LLC|NONE|$25,350|—|$25,350|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,291

- **Estimated Expense Ratio:** 0.068% 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|$111,198|$25,350|$9,662|$36,500|—|

| 2023|$28,534|—|$1,256|—|—|

| 2022|$25,489|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/robert-wood-johnson-foundation-403b-plan-003)

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