Original filing (PDF)20251014074351NAL0001083651001

South Jersey Glass Co, Inc.

Name: South Jersey Glass Co, Inc. — South Jersey Glass Co, Form 5500 (2024)
Creator: South Jersey Glass Co, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

South Jersey Glass Co, Inc. 401(k) Plan

401(k) retirement plan · South Jersey Glass Co, Inc.'s South Jersey Glass Co, Inc. 401(k) Plan held $12.6M in plan assets for 162 participants in 2024.

Signals · 1

Corrective distributions issued

Active participants

162

Accounts w/ balance

133

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

How this plan invests

This plan

64 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH JERSEY GLASS CO, INC..

Plan sponsor

Name

SOUTH JERSEY GLASS CO, INC.

EIN

all filings

Address

3278 S WEST BLVD · VINELAND, NJ · 083607467

Phone

(856) 691-0600

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAX WEALTH ADVISORS, LLC	22-3645620	PARSIPPANY, NJ	INVESTMENT SERVICES	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES	95-2755361	SANTA MONICA, CA	RIA	$0	—

Investments

64 pooled funds· $12.6M(100% of reported assets)

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%