# Southern Jersey Family Medical Centers, INC. 403(b) Plan
Source: https://planprovider.pro/companies/southern-jersey-family-medical-centers-inc-222159336-001

> Southern Jersey Family Medical Centers, INC.'s 403(b) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Jersey Family Medical Centers, INC.

- **Sponsor EIN:** 222159336

- **Sponsor Address:** 1 EXECUTIVE DRIVE, MARLTON, NJ, 080534144

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 191

- **Total Assets:** $14.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|191|$14.4M|$281,287|$678,057|

| 2023|222|$13.4M|$282,479|$675,931|

| 2022|240|$11.6M|$251,882|$637,105|

## 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|

| PARKLAND SECURITIES|Investment Advisor|—|$12,091|$12,091|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,091

- **Estimated Expense Ratio:** 0.084% 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|$27,121|—|$27,121|—|—|

| 2023|$14,945|—|$14,945|—|—|

| 2022|$12,260|$12,260|—|—|—|

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