Plan Snapshot
- Plan Sponsor: Trucking Employees Of North Jersey Welfare Fund
- Sponsor EIN: 221461069
- Sponsor Address: 303 MOLNAR DRIVE, ELMWOOD PARK, NJ, 07407
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 517
- Total Assets: $29.8M
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 | 517 | $29.8M | $13.3M | $1.7M |
| 2023 | 556 | $31.1M | $13.3M | $1.9M |
| 2022 | 560 | $30.3M | $12.8M | $2.1M |
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 |
|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES INC | Other Service Provider | $333,713 | — | $333,713 |
| ROBERT BLUMENFELD | Recordkeeper | $250,333 | — | $250,333 |
| BRIAN MCCLOSKEY | Other Service Provider | $190,653 | — | $190,653 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $126,921 | — | $126,921 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $124,403 | — | $124,403 |
| IVAN DIAZ | Other Service Provider | $107,241 | — | $107,241 |
| DANIEL ECKERT | Other Service Provider | $105,797 | — | $105,797 |
| EDWARD MICHELS | Other Service Provider | $93,591 | — | $93,591 |
| EXPRESS SCRIPTS INC | Other Service Provider | $93,313 | — | $93,313 |
| COHEN, LEDER, MONTALBANO & CONNAUGH | Other Service Provider | $92,448 | — | $92,448 |
| CARMEN HERNANDEZ | Other Service Provider | $77,599 | — | $77,599 |
| JEANETTE BORRERO | Other Service Provider | $76,398 | — | $76,398 |
| MARIA ESCRIBANO | Other Service Provider | $74,547 | — | $74,547 |
| DAVID W. NEW, PC | Other Service Provider | $71,617 | — | $71,617 |
| DEBORAH NEGRON | Other Service Provider | $64,562 | — | $64,562 |
| JACQUELINE CARLSON | Other Service Provider | $62,238 | — | $62,238 |
| MARIA BETANCOURT | Other Service Provider | $61,851 | — | $61,851 |
| JENDA TECHNOLOGY LLC | Other Service Provider | $59,542 | — | $59,542 |
| BEATRIZ DE JESUS | Other Service Provider | $58,156 | — | $58,156 |
| DIANA ROMAN | Other Service Provider | $56,430 | — | $56,430 |
| AMY L COULOTE | Other Service Provider | $54,600 | — | $54,600 |
| ISMAURY LOPEZ | Other Service Provider | $54,600 | — | $54,600 |
| DANIEL BARRIENTOS | Other Service Provider | $54,394 | — | $54,394 |
| DAISY SANTIAGO | Other Service Provider | $52,146 | — | $52,146 |
| CHRISTINA MARTINEZ | Other Service Provider | $50,690 | — | $50,690 |
| ANTWANNA GODFREY | Other Service Provider | $48,596 | — | $48,596 |
| CARISSA MARTINEZ | Other Service Provider | $44,595 | — | $44,595 |
| DENISE ALLEN-PEREZ | Other Service Provider | $42,089 | — | $42,089 |
| WEAVER & TIDWELL LLP | Auditor | $37,625 | — | $37,625 |
| CHANGE HEALTHCARE SOLUTIONS LLC | Other Service Provider | $21,448 | — | $21,448 |
| WEAVER C BARKSDALE AND ASSOC | Other Service Provider | $20,011 | — | $20,011 |
| MORGAN STANLEY WEALTH MANAGEMENT | Recordkeeper | $13,500 | — | $13,500 |
| FAIR HEALTH INC | Other Service Provider | $12,644 | — | $12,644 |
| AMALGAMATED BANK OF NEW YORK | Other Service Provider | $5,594 | $205 | $5,799 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL LLP — Auditor
- MORGAN STANLEY WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,694,090
- Estimated Expense Ratio: 9.048% 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 | $2,726,540 | $33,511 | $786,914 | $37,625 | — |
| 2023 | $2,671,531 | $39,829 | $694,500 | $39,375 | — |
| 2022 | $2,717,084 | $48,190 | — | — | $388,543 |