Irene Stewart signed Elwyn New Jersey's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elwyn New Jersey's EIN is 22-1801227.
Download the official 2024 Form 5500 (PDF) for Elwyn New Jersey from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elwyn New Jersey's plan includes a 403(b) annuity, ERISA 404(c) participant direction.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICE LLC | 16-1503696 | — | NONE | $20K | — |
| CAPFINANCIAL PARTNERTS, INC | — | RALEIGH, NC | NONE | $3K | — |
| KATHMERE CAPITAL MANAGERMENT LLC | — | KING OF PRUSSIA, PA | NONE | $852 | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
