Plan Snapshot
- Plan Sponsor: Samaritan Healthcare & Hospice, INC.
- Sponsor EIN: 222344036
- Sponsor Address: 3906 CHURCH ROAD, MOUNT LAUREL, NJ, 08054
- Plan Type: DC
- Total Participants: 399
- Total Assets: $30.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 399 | $30.5M | $913,856 | $1.7M |
| 2023 | 395 | $25.7M | $827,662 | $1.5M |
| 2022 | 384 | $21.2M | $742,173 | $1.4M |
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 |
|---|---|---|---|---|
| INNOVATIVE INVESTMENT FIDUCIARIES | NONE | $51,898 | — | $51,898 |
| BENEFIT PLANS ADMINISTRATIVE SVCS | NONE | $30,154 | — | $30,154 |
| MORISON COGEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMINISTRATIVE SVCS — NONE
- MORISON COGEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,052
- Estimated Expense Ratio: 0.269% 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 | $82,052 | $51,898 | — | — | — |
| 2023 | $71,838 | $41,896 | — | — | — |
| 2022 | $81,157 | $56,050 | $25,107 | — | — |