Preferred Behavioral Health Of Nj 403(b) Plan
Sponsored by Preferred Behavioral Health Of Nj · EIN 222196988 · Plan #002
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 394
- With balances
- 343
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $73,269 |
| Newport Capital Group | Investment advisory (plan), Other fees | $0 |