# Tenacre Foundation DB Plan
Source: https://planprovider.pro/companies/tenacre-foundation-plan-001

> Tenacre Foundation's DB plan: 128 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, 08542

- **Plan Type:** DB

- **Total Participants:** 128

- **Total Assets:** $60.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|128|$60.8M|$0|$0|

| 2023|131|$57.4M|$0|$0|

| 2022|148|$50.0M|$0|$0|

## 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|

| AMERICAN TRUST COMPANY|NONE|$368,674|—|$368,674|

| TOWLE & CO.|NONE|$40,362|—|$40,362|

| WELLS FARGO|NONE|$36,306|—|$36,306|

| WITHUM SMITH & BROWN, PC|NONE|$24,440|—|$24,440|

| PREFERRED PENSION PLANNING CORP|NONE|$24,230|—|$24,230|

| ADP|NONE|$7,927|—|$7,927|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUM SMITH & BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $501,939

- **Estimated Expense Ratio:** 0.825% 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|$561,150|$445,342|—|$24,440|—|

| 2023|$437,935|$391,447|—|$18,000|—|

| 2022|$428,295|$377,703|—|—|$43,900|

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