This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAX WEALTH ADVISORS, LLC | 22-3645620 | PARSIPPANY, NJ | INVESTMENT SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | 95-2755361 | SANTA MONICA, CA | RIA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP, LLC | 35-2130755 | INDIANAPOLIS, IN | THIRD PARTY ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | 37-1808847 | ATLANTA, GA | INVESTMENT SERVICES | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| AF AMERICAN BALANCED FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $2.0M | 15.6% |
| JOHN HANCOCK MID CAP GROWTH SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $809K | 6.4% |
| 500 INDEX FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $802K | 6.4% |
| DFA US LARGE COMPANY FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $797K | 6.3% |
| FRANKLIN DYNATECH FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $724K | 5.8% |
| VANGUARD BALANCED INDEX FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $657K | 5.2% |
| FIDELITY CONTRAFUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $486K | 3.9% |
| BLACKROCK HEALTH SCIENCES OPP SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $451K | 3.6% |
| DFA US LARGE CAP VALUE FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $413K | 3.3% |
| VANGUARD VALUE INDEX FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $379K | 3.0% |
| SCIENCE & TECHNOLOGY FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $329K | 2.6% |
| COLUMBIA OVERSEAS VALUE FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $325K | 2.6% |
| AB LARGE CAP GROWTH FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $315K | 2.5% |
| BLACKROCK LARGE CAP FOCUS VAL SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $299K | 2.4% |
| JOHN HANCOCK STABLE VAL SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $288K | 2.3% |
| VANGUARD EXPLORER FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $238K | 1.9% |
| AMERICAN FUNDS SMALLCAP WORLD SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $237K | 1.9% |
| MFS MID CAP GROWTH FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $236K | 1.9% |
| AMERICAN CENTURY SMALL CAP VAL SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $234K | 1.9% |
| VANGUARD MID-CAP VALUE ETF SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $229K | 1.8% |
| VANGUARD TARGET RET 2035 SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $222K | 1.8% |
| T. ROWE PRICE SML CAP VAL SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $172K | 1.4% |
| JANUS HENDERSON GBL EQ INCOME SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $170K | 1.4% |
| VANGUARD GROWTH INDEX FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $157K | 1.2% |
| VANGUARD TARGET RET 2045 SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $148K | 1.2% |
| VANGUARD TARGET RET 2050 SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $128K | 1.0% |
| NUVEEN LARGE-CAP GROWTH INDEX SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $126K | 1.0% |
| OAKMARK FUND SOUTH JERSEY GLASS CO., INC · EIN 21-0699654 / PN 001 | Pooled Separate Account | $115K | 0.9% |
| VANGUARD TARGET RET 2065 SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $111K | 0.9% |
| VANGUARD TARGET RET 2055 SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $94K | 0.7% |
| FIDELITY NASQAS COMPOSITE IDX SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $89K | 0.7% |
| FRANKLIN GROWTH FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $77K | 0.6% |
| VANGUARD ENERGY FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $68K | 0.5% |
| VANGUARD ENERGY FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $68K | 0.5% |
| VANGUARD SMALL CAP GROW INDEX SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $63K | 0.5% |
| CAPITAL WORLD GROWTH & INCOME SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $54K | 0.4% |
| DFA INTERMEDIATE GOV FIXED INC SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $53K | 0.4% |
| JPMORGAN EQUITY INCOME FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $49K | 0.4% |
| VANGUARD TOTAL INTL STOCK INX SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $41K | 0.3% |
| FIDELITY INTERNATIONAL INDEX SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $36K | 0.3% |
| VANGUARD INTERM-TERM BOND IDX SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $35K | 0.3% |
| VANGUARD TARGET RET 2060 SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $30K | 0.2% |
| VANGUARD TARGET RET 2040 SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $30K | 0.2% |
| MID CAP INDEX FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $29K | 0.2% |
| ISHARES MSCI EAFE GROWTH ETF SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $26K | 0.2% |
| AMERICAN FUNDS NEW WORLD FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $25K | 0.2% |
| JH LIFESTYLE BLEND BALANCED SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $22K | 0.2% |
| ISHARES GOLD TRUST ETF SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $18K | 0.1% |
| VANGUARD EQUITY-INCOME FUND SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $18K | 0.1% |
| JH LIFESTYLE BLEND AGGRESSIVE SOUTH JERSEY GLASS CO., INC. · EIN 21-0699654 / PN 001 | Pooled Separate Account | $18K | 0.1% |
