# Tenacre Foundation 401(k) Plan
Source: https://planprovider.pro/companies/tenacre-foundation-401k-plan

> Tenacre Foundation's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [WITHUM SMITH & BROWN PC](https://planprovider.pro/provider/withumsmithbrown-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|

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