Plan Snapshot
- Plan Sponsor: Zufall Health Center
- Sponsor EIN: 223125397
- Sponsor Address: 18 W BLACKWELL ST, DOVER, NJ, 078013841
- Plan Type: 403(b)
- Total Participants: 525
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 525 | $16.0M | $613,320 | $1.7M |
| 2023 | 504 | $12.7M | $323,316 | $1.4M |
| 2022 | 425 | $10.6M | $487,806 | $1.1M |
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 | Recordkeeper | $43,300 | — | $43,300 |
| AURORA PRIVATE WEALTH, INC. | Investment Advisor | — | $23,858 | $23,858 |
| ALERA INVESTMENT ADVISORS, INC. | Investment Advisor | — | $12,422 | $12,422 |
| FEDERATION PENSION BUREAU, INC. | Other Service Provider | — | $6,138 | $6,138 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA INVESTMENT ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,718
- Estimated Expense Ratio: 0.536% 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 | $43,301 | — | $43,301 | — | — |
| 2023 | $14,949 | — | $14,949 | — | — |
| 2022 | $2,319 | — | $2,319 | — | — |