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Original filing (PDF)20250711161307NAL0004344803001
SOUTH JERSEY INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC.
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
30
Accounts w/ balance
—
Plan assets (EOY)
$92.5M
Net assets (EOY)
$91.8M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 243% above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH JERSEY INDUSTRIES, INC..
Plan sponsor
Name
SOUTH JERSEY INDUSTRIES, INC.
EIN
22-1901645
Address
1 SOUTH JERSEY PLAZA, RT. 54 · FOLSOM, NJ · 080379109
Phone
(609) 561-9000
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAYSTONE CONSULTING | — | FLORHAM PARK, NJ | NONE | $192K | — |
| TOWERS WATSON | 53-0181291 | — | NONE | $137K | — |
| BANK OF AMERICA | — | JACKSONVILLE, FL | NONE | $84K | — |
| MATRIX | — | BOSTON, MA | NONE | $43K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $40K | — |
| HOLLAND & KNIGHT | 59-0663819 | — | NONE | $12K | — |
Investments
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.