What public Form 5500 filings show about the South Jersey Industries, Inc. 401(k) plan — and how to find and check your own account.
South Jersey Industries, Inc. (EIN 22-1901645) reports SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN on its most recent Form 5500, with $245.0M in plan assets across 1,267 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full South Jersey Industries, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your South Jersey Industries, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BDO USA P C, HOLLAND & KNIGHT, GREYSTONE CONSULTING, BANK OF AMERICA, TOWERS WATSON, MATRIX TRUST.
