Preferred Behavioral Health of NJ 403(b) match, vesting and fees
What Preferred Behavioral Health of NJ's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Holman, Frenia and Allison PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Preferred Behavioral Health of NJ: employer contribution per participant | $1,681 | |
| Peer median | $1,468 |
| Preferred Behavioral Health of NJ: average balance | $46,614 | |
| Peer median | $37,786 |
| Preferred Behavioral Health of NJ: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $16M at the end of plan year 2021 to $16M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 461 | $16M | $577K | $1,681 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 466 | $14.4M | $525K | $1,566 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 494 | $13.6M | $473K | $1,335 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 397 | $16M | $457K | $1,309 | 0.11% | Not published | Form 5500 ↗ |
Other Preferred Behavioral Health of NJ plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Preferred Behavioral Health of NJ match 401(k) contributions?
The match terms for the Preferred Behavioral Health of Nj 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $577K in employer contributions, about $1,681 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Preferred Behavioral Health of NJ 401(k) match vested?
The vesting schedule for the Preferred Behavioral Health of Nj 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Preferred Behavioral Health of NJ 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Preferred Behavioral Health of Nj.
I left Preferred Behavioral Health of NJ. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Preferred Behavioral Health of Nj, (732) 458-1700) or the recordkeeper, Principal Life Insurance Company. The Preferred Behavioral Health of NJ old 401(k) page lists the contacts from every plan filing. Find an old Preferred Behavioral Health of NJ 401(k)
Data from the public Form 5500 annual reports Preferred Behavioral Health of NJ filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Preferred Behavioral Health of NJ. Not financial advice. Report a correction · Methodology