Plan Snapshot
- Plan Sponsor: Tenacre Foundation
- Sponsor EIN: 210577480
- Sponsor Address: P.O. BOX 632, PRINCETON, NJ, 085420632
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $35.6M
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 | 150 | $35.6M | $946,514 | $1.1M |
| 2023 | 150 | $34.0M | $1.1M | $1.4M |
| 2022 | 182 | $28.8M | $1.7M | $1.3M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $18,710 | — | $18,710 |
| PREFERRED PENSION PLANNING | NONE | $10,050 | — | $10,050 |
| WITHUM SMITH & BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- WITHUM SMITH & BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,760
- Estimated Expense Ratio: 0.081% 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 | $19,770 | — | — | — | — |
| 2023 | $14,195 | — | — | — | — |
| 2022 | $12,609 | — | — | — | $12,609 |