Original filing (PDF)20250403123337NAL0005789171001

THE FUND FOR NEW JERSEY

Name: THE FUND FOR NEW JERSEY — THE FUND FOR NEW JERSEY TAX SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: THE FUND FOR NEW JERSEY

Form 5500-SF

FILING_RECEIVED

THE FUND FOR NEW JERSEY TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FUND FOR NEW JERSEY.

Plan sponsor

Name

THE FUND FOR NEW JERSEY

EIN

22-1895028

Address

ONE PALMER SQUARE EAST STE 303 · PRINCETON, NJ · 085423718

Phone

(609) 356-0421

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

DSF CHARITABLE FOUNDATION

DSF CHARITABLE FOUNDATION PENSION PLAN

$1.8M · 2 participants

COMMUNITY FOUNDATION OF GREATER CHATTANOOGA, INC

COMMUNITY FOUNDATION OF GREATER CHATTANOOGA 403(B) PLAN

$1.8M · 19 participants

INCOURAGE COMMUNITY FOUNDATION, INC

INCOURAGE COMMUNITY FOUNDATION, INC. 401(K) RETIREMENT PLAN

$1.8M · 7 participants

INDEPENDENT COLLEGES AND UNIVERSITIES OF NEW JERSEY

ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IN NEW JERSEY DC PLAN

$1.8M · 7 participants