Plan Snapshot
- Plan Sponsor: Community Education Alliance Of West Philadelphia
- Sponsor EIN: 300092680
- Sponsor Address: 1301 BELMONT AVENUE, PHILADELPHIA, PA, 19104
- Plan Type: 403(b)
- Total Participants: 97
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 97 | $2.9M | $0 | $0 |
| 2023 | 98 | $2.4M | $204,718 | $255,688 |
| 2022 | 98 | $2.4M | $204,718 | $255,688 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $15,354 | $13,619 | $1,735 | — | — |
| 2023 | $39,577 | — | $10,773 | — | — |
| 2022 | $10,773 | — | — | — | — |