Plan Snapshot
- Plan Sponsor: The Oscar And Ella Wilf Campus For Senior Living
- Sponsor EIN: 521624834
- Sponsor Address: 350 DEMOTT LANE, SOMERSET, NJ, 08873
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 176 | $3.7M | $0 | $346,126 |
| 2023 | 172 | $3.3M | $0 | $291,059 |
| 2022 | 166 | $3.4M | $0 | $329,619 |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | Other Service Provider | $11,087 | $3,532 | $14,619 |
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $12,517 | — | $12,517 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,136
- Estimated Expense Ratio: 0.738% 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 | $22,224 | $22,224 | — | — | — |
| 2023 | $20,402 | $20,402 | — | — | — |
| 2022 | $25,711 | — | $25,711 | — | — |