Plan Snapshot
- Plan Sponsor: Episcopal Community Services Of The Diocese Of Pennsylvania
- Sponsor EIN: 231352290
- Sponsor Address: 6006 W. GIRARD AVENUE, PHILADELPHIA, PA, 19151
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 99 | $6.1M | $138,005 | $376,772 |
| 2023 | 99 | $5.3M | $125,387 | $335,955 |
| 2022 | 79 | $4.6M | $112,986 | $328,958 |
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 |
|---|---|---|---|---|
| WITHUM, SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM, SMITH & BROWN — 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 | $31,623 | — | — | — | — |
| 2023 | $26,208 | — | — | — | — |
| 2022 | $25,188 | $25,188 | — | — | — |