# New Jersey Electrical Workers Temporary Disability Benefit Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/new-jersey-electrical-workers-temporary-disability-benefit-trust-fund-221714827-501

> New Jersey Electrical Workers Temporary Disability Benefit Trust Fund's 401(k) plan: 6,564 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Jersey Electrical Workers Temporary Disability Benefit Trust Fund

- **Sponsor EIN:** 221714827

- **Sponsor Address:** 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 08628

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

- **Plan Number:** 501

- **Total Participants:** 6,564

- **Total Assets:** $5.2M

## 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|6,564|$5.2M|$5.6M|$0|

| 2023|6,962|$5.3M|$5.5M|$0|

| 2022|6,738|$5.1M|$4.6M|$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|

| I.E. SHAFFER & CO|Other Service Provider|$82,000|—|$82,000|

| GERSON & ASSOC., CPAS AND ADVISORS|Other Service Provider|$15,400|—|$15,400|

| OBRIEN, BELLAND & BUSHINSKY LLC|Other Service Provider|$5,521|—|$5,521|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$5,383|—|$5,383|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $108,304

- **Estimated Expense Ratio:** 2.076% 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|$138,717|$6,345|$82,000|$20,783|—|

| 2023|$136,605|-$412|$82,000|$19,466|—|

| 2022|$139,792|$3,800|$82,000|—|$33,579|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-jersey-electrical-workers-temporary-disability-benefit-trust-fund-221714827-501)

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