Plan Snapshot
- Plan Sponsor: Vanguard Medical Group, PA
- Sponsor EIN: 222592636
- Sponsor Address: 271 GROVE AVE., VERONA, NJ, 07044
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $15.9M
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 | 216 | $15.9M | $530,851 | $1.1M |
| 2023 | 216 | $13.5M | $493,656 | $1.1M |
| 2022 | 183 | $9.7M | $384,243 | $847,529 |
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 |
|---|---|---|---|---|
| PRICE KUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICE KUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,451 | — | $5,499 | — | — |
| 2023 | $6,275 | — | $6,275 | — | — |
| 2022 | $2,355 | — | $2,355 | — | — |