Plan Snapshot
- Plan Sponsor: District 1199c Legal Services Plan
- Sponsor EIN: 232188968
- Sponsor Address: 1319 LOCUST STREET, PHILADELPHIA, PA, 19107
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,456
- Total Assets: $762,545
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,456 | $762,545 | $896,088 | $0 |
| 2023 | 3,312 | $575,779 | $795,135 | $0 |
| 2022 | 2,750 | $511,307 | $829,429 | $0 |
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 |
|---|---|---|---|---|
| SPEAR WILDERMAN PC | Other Service Provider | $384,000 | — | $384,000 |
| SABRINA CONYON | Other Service Provider | $68,386 | — | $68,386 |
| ERIC BROOKS | Other Service Provider | $53,324 | — | $53,324 |
| NICOLE NICHOLAS | Other Service Provider | $34,203 | — | $34,203 |
| MARKOWITZ & RICHMAN | Other Service Provider | $24,007 | — | $24,007 |
| GLENDELLE CAMERON | Other Service Provider | $17,000 | — | $17,000 |
| NOVAK FRANCELLA, LLC | Auditor | $14,324 | — | $14,324 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $595,244
- Estimated Expense Ratio: 78.060% 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 | $310,093 | — | — | $14,324 | — |
| 2023 | $338,448 | — | — | $14,250 | — |
| 2022 | $368,345 | — | — | — | $58,570 |