Plan Snapshot
- Plan Sponsor: Defender Association Of Philadelphia
- Sponsor EIN: 231445669
- Sponsor Address: 1441 SANSOM STREET, PHILADELPHIA, PA, 19102
- Plan Type: 403(b)
- Total Participants: 718
- Total Assets: $142.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 718 | $142.5M | $4.0M | $4.6M |
| 2023 | 681 | $125.8M | $2.0M | $4.0M |
| 2022 | 632 | $113.7M | $1.8M | $3.7M |
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 | $20,440 | — | $20,440 |
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: $20,440
- Estimated Expense Ratio: 0.014% 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 | $197,928 | $45,299 | — | $20,440 | — |
| 2023 | $212,338 | $55,300 | — | $39,334 | — |
| 2022 | $200,765 | $55,699 | — | — | — |