Plan Snapshot
- Plan Sponsor: The Arc/Morris County Chapter, Nj
- Sponsor EIN: 221629144
- Sponsor Address: PO BOX 123, MORRIS PLAINS, NJ, 07950
- Plan Type: DC
- Total Participants: 379
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 379 | $7.7M | $651,989 | $386,355 |
| 2023 | 305 | $6.7M | $518,425 | $262,044 |
| 2022 | 305 | $9.4M | $422,269 | $237,505 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $36,488 | — | $36,488 |
| MERRILL LYNCH | Other Service Provider | $12,036 | — | $12,036 |
| MCINTEE FUSARO DEL CORRAL, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Other Service Provider
- MCINTEE FUSARO DEL CORRAL, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,524
- Estimated Expense Ratio: 0.629% 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 | $42,336 | — | $42,336 | — | — |
| 2023 | $14,143 | $2,245 | $11,385 | — | — |
| 2022 | $2,267 | $2,267 | — | — | — |