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DEFINED CONTRIBUTION PLAN OF THE MID JERSEY TRUCKING INDUSTRY AND TEAM

EIN 13-6043977-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
2
$346.9M assets
Welfare
0
Participants
1,630
2003 US ROUTE 130, SUITE A - NORTH BRUNSWICK, NJ 08902732-297-3900
Plans on this EIN
2 filings
#001TraditionalDB-$331.4M - 1,354 part#002ProfitSharing-$15.4M - 276 part

Retirement portfolio analytics

2 plans aggregated / $346.9M assets / 1,630 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • AND ANNUITY FUND (#001)96%
  • AND ANNUITY FUND (#002)4%
Total $346.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • BRIDGEWAY BENEFIT TECHNOLOGIES100%
Total $346.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND ANNUITY FUND (#001)1,354
  • AND ANNUITY FUND (#002)276
Total 1,630Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND

TraditionalDB

Assets$331.4M
Participants1,354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DEFINED CONTRIBUTION PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND

ProfitSharing

Assets$15.4M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUNDTraditionalDB$331.4M1,3542025
002DEFINED CONTRIBUTION PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUNDProfitSharing$15.4M2762025
Retirement plans
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