South Jersey Legal Services 401(k) match, vesting and fees
What South Jersey Legal Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Fischer Dorwart, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| South Jersey Legal Services: employer contribution per participant | $2,968 | |
| Peer median | $2,521 |
| South Jersey Legal Services: average balance | $74,408 | |
| Peer median | $75,833 |
| South Jersey Legal Services: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.7M at the end of plan year 2021 to $10.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 150 | $10.9M | $433K | $2,968 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 126 | $9M | $1.3M | $10,201 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 123 | $6.3M | $246K | $2,015 | 0.35% | Not published | 5500-SF ↗ |
| 2021 | 109 | $7.7M | $197K | $1,823 | 0.88% | Not published | 5500-SF ↗ |
Common questions
Does South Jersey Legal Services match 401(k) contributions?
The match terms for the South Jersey Legal Services Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $433K in employer contributions, about $2,968 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the South Jersey Legal Services 401(k) match vested?
The vesting schedule for the South Jersey Legal Services Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the South Jersey Legal Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is South Jersey Legal Services.
I left South Jersey Legal Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (South Jersey Legal Services, (856) 576-2323) or the recordkeeper, Capital Group Retirement Plan Svcs.. The South Jersey Legal Services old 401(k) page lists the contacts from every plan filing. Find an old South Jersey Legal Services 401(k)
Data from the public Form 5500 annual reports South Jersey Legal Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with South Jersey Legal Services. Not financial advice. Report a correction · Methodology