Plan Snapshot
- Plan Sponsor: Aspira INC. Of Pennsylvania
- Sponsor EIN: 231712644
- Sponsor Address: 4322 N 5TH ST 3RD FL, PHILADELPHIA, PA, 191402302
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $4.2M
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 | 202 | $4.2M | $224,516 | $301,567 |
| 2023 | 171 | $3.7M | $227,424 | $295,080 |
| 2022 | 175 | $2.9M | $232,057 | $308,563 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | RECORDKEEPER | $44,134 | — | $44,134 |
| MMA SECURITIES | INVESTMENT ADVISOR | $13,083 | — | $13,083 |
| ADMIN PARTNERS LLC | CONTRACT ADMIN | $10,447 | $1,869 | $12,316 |
| WITHUMSMITH+BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,533
- Estimated Expense Ratio: 1.640% 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 | $48,830 | — | $48,830 | — | — |
| 2023 | $34,805 | — | $34,805 | — | — |
| 2022 | $36,685 | $25,127 | $11,558 | — | — |