Daniel Fidell signed South Jersey Industries, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
South Jersey Industries, Inc.'s EIN is 22-1901645.
Download the official 2023 Form 5500 (PDF) for South Jersey Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)South Jersey Industries, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREYSTONE CONSULTING | — | FLORHAM PARK, NJ | NONE | $261K | — |
| TOWERS WATSON | 53-0181291 | — | NONE | $102K | — |
| BANK OF AMERICA | — | JACKSONVILLE, FL | NONE | $97K | — |
| MATRIX | — | BOSTON, MA | NONE | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income I | Mutual Funds | — | $20.0M | $19.2M | 15.1% | |
| Vanguard Long Term Bond | Mutual Funds | — | $22.9M | $19.2M | 15.1% | |
| Federated Hermes Mrgtg Str | Other securities | — | $8.5M | $8.9M | 7.0% | |
| Vanguard Growth ETF | Mutual Funds | — | $3.2M | $6.4M | 5.0% | |
| Vanguard Value ETF | Mutual Funds | — | $4.5M | $5.9M | 4.7% | |
| Shares Rate (%) Money Market Funds * Morgan Stanley Bank Deposit Program VAR | Cash / Money Market | — | $4.2M | $4.2M | 3.3% | |
| Private Equity Core Fund (QP) VII LP | Other securities | — | $2.5M | $3.2M | 2.6% | |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | — | $2.1M | $2.5M | 2.0% | |
| Private Advisors Small Company Private Equity Fund VI LP | Common Stocks | — | $2.4M | $2.0M | 1.5% | |
| Shares Mutual Funds and ETFs BlackRock Liquidity Funds | Cash / Money Market | — | $1.9M | $1.9M | 1.5% | |
| Federated Hrms Corp Bnd Str | Common Stocks | — | $1.3M | $1.4M | 1.1% | |
| US Treasury When Issued Note/Bond 8/15/2034 | U.S. Treasuries | — | $1.2M | $1.2M | 1.0% | |
| Private Equity Core Fund (QP) V LP | Other securities | — | $1.7M | $1.2M | 0.9% | |
| US Treasury Note/Bond 5/15/2053 | U.S. Treasuries | — | $993K | $1.0M | 0.8% | |
| Microsoft Corporation | Common Stocks | — | $492K | $938K | 0.7% | |
| Martin Currie Smash Ser Em | Other securities | — | $849K | $891K | 0.7% | |
| Federated Hrms Intl Bnd St P | Other securities | — | $628K | $680K | 0.5% | |
| US Treasury Note/Bond 5/15/2023 | U.S. Treasuries | — | $644K | $678K | 0.5% | |
| US Treasury When Issued Note/Bond 5/15/2034 | U.S. Treasuries | — | $651K | $653K | 0.5% | |
| Citigroup Inc 6/9/2027 | Common Stocks | — | $521K | $547K | 0.4% | |
| Brookfield Asset Management Inc CL A Voting Shs | Common Stocks | — | $372K | $543K | 0.4% | |
| Amazon Com Inc | Common Stocks | — | $408K | $506K | 0.4% | |
| Vanguard FTSE Emerging Market | Mutual Funds | — | $470K | $497K | 0.4% | |
| US Treasury Note/Bond 11/15/2051 | U.S. Treasuries | — | $433K | $465K | 0.4% | |
| US Bancorp 1/27/2033 | Common Stocks | — | $400K | $437K | 0.3% | |
| Sony Corp ADR New | Common Stocks | — | $409K | $424K | 0.3% | |
| BP Capital Markets PLC 9/19/2027 | Common Stocks | — | $402K | $416K | 0.3% | |
| Bank Of America Corp 10/24/2026 | Common Stocks | — | $391K | $409K | 0.3% | |
| and Notes – All Other AT&T Inc 3/25/2026 | Corporate Bonds | — | $393K | $408K | 0.3% | |
| Bank Of America Corp 3/1//2027 | Common Stocks | — | $389K | $408K | 0.3% | |
| US Treasury When Issued Note/Bond 7/31/2029 | U.S. Treasuries | — | $405K | $406K | 0.3% | |
| Goldman Sachs 3/9/2027 | Other securities | — | $387K | $406K | 0.3% | |
| Goldman Sachs 10/21/2027 | Other securities | — | $383K | $405K | 0.3% | |
| Alphabet Inc CL A | Common Stocks | — | $208K | $403K | 0.3% | |
| and Notes – Preferred Shell International 4/6/2030 | Corporate Bonds | — | $377K | $395K | 0.3% | |
| US Treasury Note/Bond 11/15/2033 | U.S. Treasuries | — | $382K | $395K | 0.3% | |
| Danaher Corp Del | Common Stocks | — | $299K | $395K | 0.3% | |
| Adobe Inc | Common Stocks | — | $352K | $390K | 0.3% | |
| GCI Liberty Inc Pending Possible Future Allocations | Common Stocks | — | — | $380K | 0.3% | |
| Equinor Asa 5/22/2030 | Common Stocks | — | $346K | $364K | 0.3% | |
| US Treasury Note/Bond 11/15/2052 | U.S. Treasuries | — | $341K | $363K | 0.3% | |
| Alcon Inc | Common Stocks | — | $263K | $359K | 0.3% | |
| Taiwan Semiconductor-Sp ADR | Common Stocks | — | $217K | $351K | 0.3% | |
| Transdigm Group Inc | Common Stocks | — | $141K | $350K | 0.3% | |
| Philip Morris Intl Inc 2/13/2034 | Common Stocks | — | $297K | $312K | 0.2% | |
| Philip Morris Intl Inc 2/13/2029 | Common Stocks | — | $298K | $307K | 0.2% | |
| Mastercard Inc A | Common Stocks | — | $207K | $301K | 0.2% | |
| Oracle Corp 3/25/2026 | Common Stocks | — | $277K | $287K | 0.2% | |
| Michelin (Cgde) Unspon ADR | Common Stocks | — | $232K | $285K | 0.2% | |
| Astrazeneca PLC 8/6/2030 | Common Stocks | — | $261K | $279K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BDO USA, P.C. |
| 13-5381590 |
| — |
| NONE |
| $40K |
| — |
| HOLLAND & KNIGHT | 59-0663819 | — | NONE | $12K | — |
