# Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters DB Plan
Source: https://planprovider.pro/companies/defined-benefit-plan-of-the-mid-jersey-trucking-industry-and-teamsters-136043977-001

> Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters's DB plan: 62 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters

- **Sponsor EIN:** 136043977

- **Sponsor Address:** 2003 US ROUTE 130, NORTH BRUNSWICK, NJ, 08902

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 62

- **Total Assets:** $331.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|62|$331.4M|$2.5M|$0|

| 2023|63|$337.5M|$2.5M|$0|

| 2022|167|$332.0M|$2.9M|$0|

## 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|

| GREAT LAKES ADVISORS, LLC|Other Service Provider|$307,275|—|$307,275|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$207,681|—|$207,681|

| GROOM LAW GROUP, CHARTERED|ERISA Attorney|$178,409|—|$178,409|

| KENNETH CARR|Other Service Provider|$100,479|—|$100,479|

| FIDELITY INSTITUTIONAL ASSET MGMT.|Other Service Provider|$99,869|—|$99,869|

| GIANCARLO PREZIOSO|Other Service Provider|$93,095|—|$93,095|

| AMALGAMATED BANK|Other Service Provider|$90,111|—|$90,111|

| FIRST ACTUARIAL CONSULTING, INC.|Other Service Provider|$87,769|—|$87,769|

| VILLANOVA INVESTMENT MANAGEMENT COM|Other Service Provider|$87,574|—|$87,574|

| NEPC, LLC|Recordkeeper|$85,356|—|$85,356|

| SLEVIN & HART, P.C.|ERISA Attorney|$67,337|—|$67,337|

| COHEN LEDER MONTALBANO &CONNAUGHTON|ERISA Attorney|$62,627|—|$62,627|

| NELLIE LAKE|Other Service Provider|$45,354|—|$45,354|

| MSPC, CPAS & ADVISORS, P.C.|Auditor|$39,565|—|$39,565|

| WILLIAM BIRCHARD|Other Service Provider|$28,764|—|$28,764|

| COLUMBIA MANAGEMENT INVESTMENT ADVI|Investment Advisor|$24,279|—|$24,279|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$23,045|—|$23,045|

| BUSINESS CARD|Other Service Provider|$5,380|—|$5,380|

### Verified Provider Profiles

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

- [GROOM LAW GROUP, CHARTERED](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SLEVIN & HART, P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [MSPC, CPAS & ADVISORS, P.C.](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

- [COLUMBIA MANAGEMENT INVESTMENT ADVI](https://planprovider.pro/provider/ameriprise-financial-services-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,633,969

- **Estimated Expense Ratio:** 0.493% 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|$2,375,993|$812,033|—|$29,500|—|

| 2023|$1,923,010|$725,550|—|$29,500|—|

| 2022|$1,932,622|$930,206|—|—|$232,552|

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