South Jersey Glass Co, Inc. 401(k) Plan
Sponsored by South Jersey Glass Co, Inc. · EIN 210699654 · Plan #001 · Vineland, NJ
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 162
- With balances
- 133
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 |
|---|---|---|
| Sax Wealth Advisors, Llc CRD 119193 | deterministic · 100% | 2024 |
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Rose Financial Group, Llc | Plan administrator | $1,725 |
| Sax Wealth Advisors, Llc | Investment advisory (participants) | $0 |
| Truist Advisory Services, Inc. | Investment advisory (participants) | $0 |
| Wilshire Associates | Investment advisory (participants) | $0 |