Daniel Fidell signed South Jersey Industries, Inc.'s 2024 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 2024 Form 5500 (PDF) for South Jersey Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)South Jersey Industries, Inc.'s plan includes a defined-benefit pension formula, a cash-balance 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 | $171K | — |
| BANK OF AMERICA, NA | — | JACKSONVILLE, FL | NONE | $154K | — |
| WILLIS TOWERS WATSON, US LLC | 53-0181291 | — | NONE | $55K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long Term Bond | Mutual Funds | — | $24.2M | $20.9M | 27.9% | |
| Lord Abbett Short Duration Income I | Mutual Funds | — | $12.3M | $11.7M | 15.7% | |
| Federated Hermes Mrgtg Str | Other securities | — | $6.1M | $6.1M | 8.2% | |
| Vanguard Growth ETF | Mutual Funds | — | $1.3M | $3.3M | 4.4% | |
| Vanguard Value ETF | Mutual Funds | — | $2.2M | $3.1M | 4.2% | |
| Morgan Stanley Bank Deposit Program | Other securities | — | $3.1M | $3.1M | 4.1% | |
| US Treasury When Issued Note/Bond 8/15/2034 | U.S. Treasuries | — | $1.7M | $1.6M | 2.2% | |
| Shares Registered Investment Companies (continued) Vanguard FTSE Developed Markets ETF | Mutual Funds | — | $890K | $1.1M | 1.5% | |
| Federated Hrms Corp Bnd Str | Common Stocks | — | $891K | $911K | 1.2% | |
| Registered Investment Companies Blackrock Fed Fund | Other securities | — | $514K | $514K | 0.7% | |
| Microsoft Corporation | Common Stocks | — | $274K | $490K | 0.7% | |
| US Treasury When Issued Note/Bond 8/15/2054 | U.S. Treasuries | — | $443K | $416K | 0.6% | |
| US Treasury When Issued Note/Bond 5/15/2034 | U.S. Treasuries | — | $439K | $415K | 0.6% | |
| US Treasury Note/Bond 5/15/2053 | U.S. Treasuries | — | $438K | $412K | 0.6% | |
| Martin Currie Smash Ser Em | Other securities | — | $435K | $392K | 0.5% | |
| Citigroup Inc 6/9/2027 | Common Stocks | — | $352K | $368K | 0.5% | |
| Federated Hrms Intl Bnd St P | Other securities | — | $349K | $343K | 0.5% | |
| Amazon Com Inc | Common Stocks | — | $213K | $307K | 0.4% | |
| US Bancorp 1/27/2033 | Common Stocks | — | $271K | $284K | 0.4% | |
| * Bank Of America Corp 11/24/2026 | Corporate Bonds | — | $265K | $278K | 0.4% | |
| AT&T Inc 3/252026 | Common Stocks | — | $266K | $276K | 0.4% | |
| Bank Of America Corp 3/11/2027 | Common Stocks | — | $264K | $276K | 0.4% | |
| Goldman Sachs Group Inc 3/9/2027 | Common Stocks | — | $262K | $275K | 0.4% | |
| Goldman Sachs Group Inc 10/21/2027 | Common Stocks | — | $259K | $270K | 0.4% | |
| Brookfield Asset Management Inc CL A Voting Shs | Common Stocks | — | $169K | $267K | 0.4% | |
| US Treasury When Issued Note/Bond 11/15/2034 | U.S. Treasuries | — | $269K | $263K | 0.4% | |
| Shell Finance US Inc 4/6/2030 | Common Stocks | — | $254K | $257K | 0.3% | |
| Vanguard FTSE Emerging Market | Mutual Funds | — | $228K | $248K | 0.3% | |
| Accenture Capital Inc 10/4/2029 | Common Stocks | — | $252K | $245K | 0.3% | |
| Alphabet Inc CL A | Common Stocks | — | $102K | $236K | 0.3% | |
| Sony Corp ADR New | Common Stocks | — | $194K | $227K | 0.3% | |
| BP Cap Markets America 11/17/2034 | Other securities | — | $213K | $210K | 0.3% | |
| Equinor Asa 5/22/2030 | Common Stocks | — | $201K | $205K | 0.3% | |
| Philip Morris Intl Inc 2/13/2029 | Common Stocks | — | $201K | $202K | 0.3% | |
| Philip Morris Intl Inc 2/13/2034 | Common Stocks | — | $200K | $200K | 0.3% | |
| Oracle Corp 3/25/2026 | Common Stocks | — | $186K | $194K | 0.3% | |
| Astrazeneca PLC 8/6/2030 | Common Stocks | — | $176K | $182K | 0.2% | |
| Federated Hermes High Yield Strategy | Other securities | — | $866K | $180K | 0.2% | |
| Maturity Par Date Rate (%) Government Agency Bonds and Notes US Treasury Note/Bond 7/31/2025 | U.S. Treasuries | — | $170K | $178K | 0.2% | |
| JPMorgan Chase & Co 4/22/2027 | Common Stocks | — | $170K | $178K | 0.2% | |
| Taiwan Semiconductor-Sp ADR | Common Stocks | — | $85K | $178K | 0.2% | |
| JPMorgan Chase & Co 9/22/2027 | Common Stocks | — | $168K | $175K | 0.2% | |
| Danaher Corp Del | Common Stocks | — | $157K | $173K | 0.2% | |
| Blackrock Inc 1/28/2031 | Common Stocks | — | $165K | $170K | 0.2% | |
| Transdigm Group Inc | Common Stocks | — | $75K | $160K | 0.2% | |
| Mastercard Inc A | Common Stocks | — | $101K | $156K | 0.2% | |
| JPMorgan Chase & Co 11/8/2032 | Common Stocks | — | $151K | $155K | 0.2% | |
| Netflix Inc | Common Stocks | — | $85K | $152K | 0.2% | |
| Visa Inc Class A Shares | Common Stocks | — | $25K | $149K | 0.2% | |
| Alcon Inc | Common Stocks | — | $126K | $146K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $40K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $24K | — |
| POLSINELLI | — | PHILADELPHIA, PA | NONE | $18K | — |
| HOLLAND & KNIGHT | 59-0663819 | — | NONE | $12K | — |
