# United Methodist Homes Of New Jersey 403(b) Plan
Source: https://planprovider.pro/companies/united-methodist-homes-of-new-jersey-403b-plan

> United Methodist Homes Of New Jersey's 403(b) plan: 1,098 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Methodist Homes Of New Jersey

- **Sponsor EIN:** 210634464

- **Sponsor Address:** 205 JUMPING BROOK RD, NEPTUNE, NJ, 077533197

- **Plan Type:** 403(b)

- **Total Participants:** 1,098

- **Total Assets:** $24.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|1,098|$24.4M|$933,684|$2.3M|

| 2023|1,100|$21.3M|$729,374|$1.9M|

| 2022|1,182|$19.0M|$706,734|$1.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$141,691|—|$141,691|

| COMMONWEALTH FINANCIAL NETWORK|INVESTMENT ADVISORY|—|$42,886|$42,886|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISORY

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $184,577

- **Estimated Expense Ratio:** 0.756% 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|$141,691|—|$141,691|—|—|

| 2023|$122,457|—|$122,457|—|—|

| 2022|$109,902|—|$109,902|—|—|

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