Plan Snapshot
- Plan Sponsor: Academy Of Natural Sciences Of Philadelphia
- Sponsor EIN: 231352000
- Sponsor Address: 1900 BENJAMIN FRANKLIN PARKWAY, PHILADELPHIA, PA, 19103
- Plan Type: DB
- Total Participants: 17
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17 | $16.6M | $634,000 | $0 |
| 2023 | 20 | $16.2M | $826,000 | $0 |
| 2022 | 25 | $15.1M | $2.7M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | $9,566 | — | $9,566 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,566
- Estimated Expense Ratio: 0.058% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $143,186 | $25,526 | — | $9,566 | — |
| 2023 | $281,304 | $30,934 | — | $83,510 | — |
| 2022 | $348,176 | $23,362 | — | — | $118,284 |