Original filing (PDF)20251006151557NAL0006479872001

DELTA DENTAL OF NEW JERSEY, INC.

Name: DELTA DENTAL OF NEW JERSEY, INC. — DELTA DENTAL OF NEW JERSEY 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DELTA DENTAL OF NEW JERSEY, INC.

Form 5500

FILING_RECEIVED

DELTA DENTAL OF NEW JERSEY 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

284

Accounts w/ balance

330

Plan assets (EOY)

$67.3M

Net assets (EOY)

$67.3M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELTA DENTAL OF NEW JERSEY, INC..

Plan sponsor

Name

DELTA DENTAL OF NEW JERSEY, INC.

EIN

22-1896118

Address

1639 ROUTE 10 · PARSIPPANY, NJ · 07054

Phone

(973) 285-4000

Industry

Finance & Insurancesee 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

2025-10-06

Pension benefit codes

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)

Auditor

WITHUMSMITH BROWN

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$37K	—

Investments

28 direct securities · 1 pooled fund· $70.0M(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.

Other securities

$67.3M

28 holdings

Common Collective Trust

$2.7M

1 holding

					% of plan
Fidelity Investments Fidelity Contrafund	Other securities	—	—	$16.6M	24.7%
Fidelity Investments Fidelity 500 Index	Other securities	—	—	$9.4M	13.9%
Fidelity Investments Fidelity Freedom 2030 Fund	Other securities	—	—	$5.0M	7.4%
Fidelity Investments Fidelity Freedom 2025 Fund	Other securities	—	—	$4.3M	6.4%
Fidelity Investments Fidelity Freedom 2040 Fund	Other securities	—	—	$4.1M	6.1%
Eagle Carillon Eagle Mid Cap Growth R6	Other securities	—	—	$4.1M	6.1%
Morgan Stanley MFS Value R6	Other securities	—	—	$3.0M	4.5%
Dodge & Dox Dodge & Cox Income X	Other securities	—	—	$2.9M	4.3%
Fidelity Investments Fidelity Managed Income Portfolio	Other securities	—	—	$2.7M	4.0%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$2.7M	4.0%
Fidelity Investments Fidelity Freedom 2035 Fund	Other securities	—	—	$2.5M	3.7%
Fidelity Investments Fidelity Freedom 2050 Fund	Other securities	—	—	$2.2M	3.2%
Fidelity Investments Fidelity International Discovery Fund	Other securities	—	—	$1.8M	2.7%
Fidelity Investments Fidelity Freedom 2045 Fund	Other securities	—	—	$1.2M	1.8%
Fidelity Investments Fidelity Freedom 2020 Fund	Other securities	—	—	$923K	1.4%
Fidelity Investments Fidelity U.S. Bond Index	Other securities	—	—	$898K	1.3%
2024 through July, 2033)	Other securities	—	—	$828K	1.2%
Fidelity Investments Fidelity Freedom 2055 Fund	Other securities	—	—	$807K	1.2%
Morgan Stanley MFS Mid Cap Value R6	Other securities	—	—	$755K	1.1%
Fidelity Investments Fidelity Extended Market Index	Other securities	—	—	$753K	1.1%
Victory Capital Victory Sycamore Small Company Opp	Other securities	—	—	$665K	1.0%
Fidelity Investments Fidelity Freedom 2060 Fund	Other securities	—	—	$546K	0.8%
Fidelity Investments Fidelity Freedom 2010 Fund	Other securities	—	—	$334K	0.5%
Fidelity Investments Fidelity International Index	Other securities	—	—	$327K	0.5%
JPMorgan Small Cap Growth	Other securities	—	—	$295K	0.4%
Fidelity Investments Fidelity Freedom 2015 Fund	Other securities	—	—	$140K	0.2%
Fidelity Investments Fidelity Freedom Income Fund	Other securities	—	—	$103K	0.2%
Fidelity Investments Fidelity Freedom 2065 Fund	Other securities	—	—	$43K	<0.1%
Fidelity Investments Fidelity Freedom 2070 Fund	Other securities	—	—	$28K	<0.1%