Plan Snapshot
- Plan Sponsor: Trucking Employees Of North Jersey Annuity Fund
- Sponsor EIN: 223081442
- Sponsor Address: 303 MOLNAR DRIVE, ELMWOOD PARK, NJ, 074073213
- Plan Type: DC
- Total Participants: 775
- Total Assets: $62.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 775 | $62.5M | $5.6M | $0 |
| 2023 | 336 | $52.8M | $5.3M | $0 |
| 2022 | 375 | $45.0M | $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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | RECORDKEEPER | $266,151 | — | $266,151 |
| TENJ WELFARE FUND | REL EMPLOYEE BEN PLAN | $116,374 | — | $116,374 |
| BARATZ & ASSOCIATES | Auditor | $16,275 | — | $16,275 |
| WEAVER & TIDWELL LLP | PROVIDES SRVS FOR REL EBP | $16,275 | — | $16,275 |
| COHEN, LEDER, MONTALBANO & GROSSMAN | PROVIDES SRVS FOR REL EBP | $12,702 | — | $12,702 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | PROVIDES SRVS FOR REL EBP | $11,917 | — | $11,917 |
| DAVID W. NEW P.C. | PROVIDES SRVS FOR REL EBP | $7,877 | — | $7,877 |
| JENDA TECHNOLOGIES | PROVIDES SRVS FOR REL EBP | $6,525 | — | $6,525 |
| THE SEGAL COMPANY | PROVIDES SRVS FOR REL EBP | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — RECORDKEEPER
- BARATZ & ASSOCIATES — Auditor
- WEAVER & TIDWELL LLP — PROVIDES SRVS FOR REL EBP
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $459,096
- Estimated Expense Ratio: 0.734% 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 | $301,422 | $83,411 | — | $16,275 | — |
| 2023 | $312,090 | $1,500 | — | $16,427 | — |
| 2022 | $283,516 | $1,500 | — | — | $38,873 |