Plan Snapshot
- Plan Sponsor: South Jersey Legal Services
- Sponsor EIN: 221843254
- Sponsor Address: 745 MARKET ST, CAMDEN, NJ, 08102
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $10.9M | $433,310 | $766,856 |
| 2023 | 105 | $9.0M | $1.3M | $636,288 |
| 2022 | 122 | $6.3M | $245,769 | $564,875 |
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 |
|---|---|---|---|---|
| FISCHER DORWART, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,857 | — | — | — | — |
| 2023 | $9,927 | — | — | — | — |
| 2022 | — | — | — | — | — |