Plan Snapshot
- Plan Sponsor: Glasgow, INC.
- Sponsor EIN: 231386976
- Sponsor Address: WILLOW GROVE AVENUE, GLENSIDE, PA, 19038
- Plan Type: DB
- Total Participants: 71
- Total Assets: $27.8M
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 | 71 | $27.8M | $0 | $0 |
| 2023 | 79 | $34.0M | $0 | $0 |
| 2022 | 86 | $32.6M | $0 | $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 |
|---|---|---|---|---|
| GLENMEDE TRUST CO. | Other Service Provider | $162,567 | — | $162,567 |
| POLEN CAPITAL MANAGEMENT | Other Service Provider | $15,653 | — | $15,653 |
| LONDON COMPANY | Other Service Provider | $8,850 | — | $8,850 |
| EASTERN SHORE CAPITAL MANAGEMENT | Other Service Provider | $7,998 | — | $7,998 |
| GQG PARTNERS LLC | Other Service Provider | $6,441 | — | $6,441 |
| PUTNAM INVESTMENTS | Other Service Provider | $6,188 | — | $6,188 |
| PARAMETRIC | Other Service Provider | $5,868 | — | $5,868 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,565
- Estimated Expense Ratio: 0.767% 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 | $237,503 | $213,566 | — | — | — |
| 2023 | $374,978 | $193,962 | — | — | — |
| 2022 | $210,659 | $210,659 | — | — | — |