# Samaritan Healthcare & Hospice, INC. DC Plan
Source: https://planprovider.pro/companies/samaritan-healthcare-hospice-inc-plan

> Samaritan Healthcare & Hospice, INC.'s DC plan: 399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — NONE

- [MORISON COGEN LLP](https://planprovider.pro/provider/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|—|—|

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