AUMdb

New Jersey Resources Corporation Employees' Retirement Savings Plan

Sponsored by New Jersey Resources Corporation · EIN 222376465 · Plan #005

Total assets
$360M
Net assets
$360M
Active participants
1,374
With balances
1,598

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Newport Capital Group, Llc CRD 144442 deterministic · 100% 2024
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Capital Group Investment advisory (plan), Direct payment from the plan $399,715
Bdo Usa, P.C Accounting, Direct payment from the plan $66,122
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $39,989