Plan Snapshot
- Plan Sponsor: Art Guild Of Philadelphia, INC.
- Sponsor EIN: 231651753
- Sponsor Address: 300 WOLF DRIVE,, WEST DEPTFORD, NJ, 08086
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 172 | $13.9M | $0 | $934,876 |
| 2023 | 186 | $11.7M | $0 | $810,815 |
| 2022 | 167 | $9.6M | $0 | $703,746 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | Investment Advisor | $49,440 | — | $49,440 |
| ADP, INC. | Recordkeeper | $14,484 | — | $14,484 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,924
- Estimated Expense Ratio: 0.460% 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 | $63,924 | $49,440 | — | — | — |
| 2023 | $41,732 | — | — | — | — |
| 2022 | $14,895 | — | $14,895 | — | — |