# New Jersey B.A.C. Annuity Fund DC Plan
Source: https://planprovider.pro/companies/new-jersey-b-a-c-annuity-fund-plan

> New Jersey B.A.C. Annuity Fund's DC plan: 1,282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Jersey B.A.C. Annuity Fund

- **Sponsor EIN:** 800083081

- **Sponsor Address:** 14 PLOG ROAD SUITE 2, FAIRFIELD, NJ, 07004

- **Plan Type:** DC

- **Total Participants:** 1,282

- **Total Assets:** $162.6M

## 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|1,282|$162.6M|$9.6M|$0|

| 2023|1,267|$151.3M|$9.0M|$0|

| 2022|1,453|$135.8M|$8.1M|$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|

| RICHARD J. CUMMINGS, CPA|Auditor|$23,000|—|$23,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,000

- **Estimated Expense Ratio:** 0.014% 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|$494,466|$43,750|—|$23,000|—|

| 2023|$454,163|$43,750|—|$22,000|—|

| 2022|$365,384|$43,750|—|—|$113,479|

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