Plan Ledger DOL Form 5500 · updated monthly

New Hope Integrated Behavioral Health Care401(k)

NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE 401(K) RETIREMENT PLAN · MARLBORO, NJ · plan year 2024

Reported admin expense ratio · 2024
0.49%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

New Hope Integrated Behavioral Health Care reported $29,704 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,414 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.00% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,766th of 2,419), and 7,051st of 11,911 in health care & social assistance. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,613,942
Participants with balances116
Active participants183
Employer contributions$258,837
Employee contributions$495,769
Employer contribution per active participant$1,414
Average account balance$57,017
Benefits paid to participants$292,645
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 116 accts · $259K emplr
2023$5.5M · 112 accts · $232K emplr
2022$4.4M · 118 accts · $200K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,704
Total administrative$29,704
The New Hope Integrated Behavioral Health Care 401(k) match · 2024
Employer contribution per active participant$1,414
Median for plans this size$1,313
2024$1,414 per active participant
2023$1,327 per active participant
2022$1,163 per active participant

New Hope Integrated Behavioral Health Care's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NATIONWIDE · Recordkeeping · Loan processing$1,598
INTAC ACTUARIAL SERVICES · Pension consulting$1,869
PROACCOUNT · Investment advisory (participants)$108
EQUITABLE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,704 · 0.49%
2023$53,349 · 1.07%
2022$45,834 · 1.00%
Similar plansHealth Care & Social Assistance · New Jersey
Eastern Smiles Opco, LLC NJ$6.8M · 1.14%
Newbridge Services, Inc. NJ$6.7M · 0.01%
Champions Oncology NJ$6.5M · 0.91%
Thompson Chiropractic NJ$6.5M · 0.10%
Ap Therapy LLC NJ$6.4M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222116914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.