New Jersey B.A.C. Annuity Fund
Sponsored by New Jersey B.A.C. Annuity Fund · EIN 800083081 · Plan #001
- Total assets
- $163M
- Net assets
- $162M
- Active participants
- 1,282
- With balances
- 1,830
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Plan administrator, Participant loan processing, Recordkeeping fees | $366,547 |
| Investment Performance Services Llc | Investment advisory (plan) | $43,750 |
| Virginia & Ambinder, Llp | Legal | $42,981 |
| Schultheis & Panattieri Llp | Accounting | $27,685 |
| Richard J. Cummings Cpa | Accounting | $23,000 |
| Susanin Widman & Brennan Pc | Legal | $22,279 |