Plan Snapshot
- Plan Sponsor: F. A. Davis Publishing Company
- Sponsor EIN: 230512060
- Sponsor Address: 1915 ARCH STREET ..., PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $43.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 157 | $43.7M | $1.2M | $1.5M |
| 2023 | 152 | $41.3M | $1.0M | $1.4M |
| 2022 | 153 | $35.9M | $1.3M | $1.3M |
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 |
|---|---|---|---|---|
| WIPFLILLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLILLP — 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 | $13,112 | $4,122 | — | — | — |
| 2023 | $11,216 | $2,368 | — | — | — |
| 2022 | $10,944 | $1,955 | — | — | — |