# A.J. Jersey, INC. 401(k) Plan
Source: https://planprovider.pro/companies/a-j-jersey-inc-401k-plan

> A.J. Jersey, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A.J. Jersey, INC.

- **Sponsor EIN:** 221905554

- **Sponsor Address:** 125 ST. NICHOLAS AVENUE, SOUTH PLAINFIELD, NJ, 07080

- **Plan Type:** 401(k)

- **Total Participants:** 171

- **Total Assets:** $18.6M

## 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|171|$18.6M|$308,222|$788,108|

| 2023|177|$19.2M|$307,929|$727,269|

| 2022|171|$17.2M|$291,257|$707,699|

## 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|

| LINCOLN RETIREMENT SAVINGS|Other Service Provider|$101,655|—|$101,655|

| BEDERSON ACCOUNTS & ADVISORS, LLP|Other Service Provider|$13,500|—|$13,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN RETIREMENT SAVINGS](https://planprovider.pro/provider/lincoln-financial-group) — Other Service Provider

- [BEDERSON ACCOUNTS & ADVISORS, LLP](https://planprovider.pro/provider/bederson-llp) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $115,155

- **Estimated Expense Ratio:** 0.620% 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|$104,505|—|$104,505|—|—|

| 2023|$105,365|—|$105,365|—|—|

| 2022|$110,354|—|$110,354|—|—|

## Similar Plans

- [Iconectiv, LLC](https://planprovider.pro/companies/iconectiv-llc-plan-006) — 408 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/a-j-jersey-inc-401k-plan)

© 2026 PlanProvider.Pro