# Trucking Employees Of North Jersey Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trucking-employees-of-north-jersey-annuity-fund-plan

> Trucking Employees Of North Jersey Annuity Fund's DC plan: 775 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — RECORDKEEPER

- [BARATZ & ASSOCIATES](https://planprovider.pro/provider/baratz-and-associates-pa) — Auditor

- [WEAVER & TIDWELL LLP](https://planprovider.pro/provider/weaver-and-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|

## Similar Plans

- [U.S. Retirement Partners, INC.](https://planprovider.pro/companies/u-s-retirement-partners-inc-plan-001) — 801 participants

- [Goodwill Industries Of S New Jersey And Philadelphia](https://planprovider.pro/companies/goodwill-industries-of-s-new-jersey-and-philadelphia-403b-plan) — 1,024 participants

- [Board Of Trustees, Smw Local Union No. 25 Nj Annuity Fund](https://planprovider.pro/companies/board-of-trustees-smw-local-union-no-25-nj-annuity-fund-plan) — 378 participants

- [Board Of Trustees - Teamsters Local 11 Pension Fund](https://planprovider.pro/companies/board-of-trustees-teamsters-local-11-pension-fund-plan) — 377 participants

- [Board Of Trustees, Ibt Local 863](https://planprovider.pro/companies/board-of-trustees-ibt-local-863-plan) — 2,764 participants

- [Board Of Trustees Of Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-pension-fund-plan) — 2,834 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trucking-employees-of-north-jersey-annuity-fund-plan)

© 2026 PlanProvider.Pro