Plan Snapshot
- Plan Sponsor: Actionaids, INC.
- Sponsor EIN: 232446355
- Sponsor Address: 1216 ARCH STREET, PHILADELPHIA, PA, 19107
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 88
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 88 | $3.7M | $63,159 | $186,011 |
| 2023 | 88 | $3.4M | $69,004 | $224,624 |
| 2022 | 101 | $3.4M | $63,683 | $238,094 |
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 |
|---|---|---|---|---|
| WITHUMSMITH-BROWN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,012 | $4,791 | $1,729 | — | — |
| 2023 | $3,963 | — | $3,963 | — | — |
| 2022 | — | — | — | — | — |