# South Jersey Electrical Workers Temporary Disability Fund 401(k) Plan
Source: https://planprovider.pro/companies/south-jersey-electrical-workers-temporary-disability-fund-223424489-501

> South Jersey Electrical Workers Temporary Disability Fund's 401(k) plan: 2,957 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South Jersey Electrical Workers Temporary Disability Fund

- **Sponsor EIN:** 223424489

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

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

- **Plan Number:** 501

- **Total Participants:** 2,957

- **Total Assets:** $1.4M

## 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|2,957|$1.4M|$2.3M|$0|

| 2023|2,314|$1.3M|$1.8M|$0|

| 2022|2,246|$1.4M|$1.5M|$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|$50,000|—|$50,000|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$16,578|—|$16,578|

| GERSON & ASSOC CPAS AND ADVISORS PC|Other Service Provider|$11,000|—|$11,000|

### 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:** $77,578

- **Estimated Expense Ratio:** 5.431% 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|$90,998|$1,000|$50,000|$27,578|—|

| 2023|$94,286|$1,000|$50,000|$29,305|—|

| 2022|$98,654|—|$50,000|—|$37,996|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/south-jersey-electrical-workers-temporary-disability-fund-223424489-501)

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