Plan Snapshot
- Plan Sponsor: Defined Contribution Plan Of The Mid Jersey Trucking Industry And Team
- Sponsor EIN: 136043977
- Sponsor Address: 2003 US ROUTE 130, NORTH BRUNSWICK, NJ, 08902
- Plan Type: DC
- Plan Number: 002
- Total Participants: 219
- Total Assets: $15.4M
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 | 219 | $15.4M | $1.3M | $0 |
| 2023 | 221 | $15.0M | $1.2M | $0 |
| 2022 | 236 | $13.0M | $1.3M | $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 | $18,193 | — | $18,193 |
| MSPC CPA'S & ADVISORS | Auditor | $9,327 | — | $9,327 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $6,880 | — | $6,880 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CPA'S & ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,400
- Estimated Expense Ratio: 0.223% 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 | $140,055 | $19,430 | — | $5,000 | — |
| 2023 | $155,148 | $23,801 | — | $5,000 | — |
| 2022 | $132,553 | $24,432 | — | — | $17,124 |