Plan Snapshot
- Plan Sponsor: Childrens Literacy Initiative
- Sponsor EIN: 232515768
- Sponsor Address: 990 SPRING GARDEN STREET, PHILADELPHIA, PA, 19123
- Plan Type: 403(b)
- Total Participants: 76
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 76 | $8.5M | $173,018 | $354,032 |
| 2023 | 89 | $8.5M | $172,848 | $316,743 |
| 2022 | 98 | $8.1M | $76,018 | $469,043 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
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 | $19,186 | — | $16,211 | — | — |
| 2023 | $15,389 | — | $13,098 | — | — |
| 2022 | $12,708 | $2,056 | $10,652 | — | — |