Plan Snapshot
- Plan Sponsor: Trucking Employees Of North Jersey Pension Fund
- Sponsor EIN: 226063702
- Sponsor Address: 303 MOLNAR DRIVE, ELMWOOD PARK, NJ, 074073213
- Plan Type: DB
- Total Participants: 349
- Total Assets: $735.9M
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 | 349 | $735.9M | $20.5M | $0 |
| 2023 | 392 | $721.3M | $6.3M | $0 |
| 2022 | 419 | $701.3M | $17.2M | $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 |
|---|---|---|---|---|
| INSIGHT NORTH AMERICA | PROVIDES SRVS FOR REL EBP | $625,009 | — | $625,009 |
| TENJ WELFARE FUND | REL EMPLOYEE BEN PLAN | $578,108 | — | $578,108 |
| GROOM LAW GROUP, CHARTERED | PROVIDES SRVS FOR REL EBP | $210,924 | — | $210,924 |
| THE SEGAL COMPANY | PROVIDES SRVS FOR REL EBP | $202,473 | — | $202,473 |
| COHEN, LEDER, MONTALBANO & GROSSMAN | PROVIDES SRVS FOR REL EBP | $184,314 | — | $184,314 |
| DAVID W. NEW, PC | PROVIDES SRVS FOR REL EBP | $167,466 | — | $167,466 |
| AMALGAMATED BANK | PROVIDES SRVS FOR REL EBP | $151,000 | — | $151,000 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | PROVIDES SRVS FOR REL EBP | $77,559 | — | $77,559 |
| JPM | PROVIDES SRVS FOR REL EBP | $50,000 | — | $50,000 |
| BARATZ & ASSOCIATES, P.A. | Auditor | $37,807 | — | $37,807 |
| WEAVER & TIDWELL LLP | PROVIDES SRVS FOR REL EBP | $37,800 | — | $37,800 |
| JENDA TECHNOLOGY LLC | PROVIDES SRVS FOR REL EBP | $33,908 | — | $33,908 |
| EPIQ EDISCOVERY SOLUTIONS INC. | PROVIDES SRVS FOR REL EBP | $15,493 | — | $15,493 |
| BNY MELLON | PROVIDES SRVS FOR REL EBP | $14,053 | — | $14,053 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROOM LAW GROUP, CHARTERED — PROVIDES SRVS FOR REL EBP
- BARATZ & ASSOCIATES, P.A. — 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: $2,385,914
- Estimated Expense Ratio: 0.324% 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 | $10,416,007 | $840,152 | $8,632 | $37,807 | — |
| 2023 | -$575,049 | $706,858 | — | $37,800 | — |
| 2022 | $11,665,793 | $311,647 | — | — | $515,305 |