Plan Snapshot
- Plan Sponsor: Southern New Jersey Perinatal Cooperative
- Sponsor EIN: 222371223
- Sponsor Address: 2500 MCCLELLAN AVENUE, PENNSAUKEN, NJ, 08109
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 202 | $7.7M | $358,630 | $390,268 |
| 2023 | 193 | $6.5M | $287,963 | $327,409 |
| 2022 | 161 | $5.8M | $277,586 | $286,732 |
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 |
|---|---|---|---|---|
| BLB & B ADVISORS, LLC | NONE | $23,095 | — | $23,095 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $11,656 | — | $11,656 |
| ZELENKOFSKE AXELROD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- ZELENKOFSKE AXELROD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,751
- Estimated Expense Ratio: 0.451% 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 | $34,751 | $23,095 | $4,632 | — | — |
| 2023 | $29,495 | $19,619 | $3,856 | — | — |
| 2022 | $48,262 | — | $48,262 | — | — |