Plan Snapshot
- Plan Sponsor: Greater Delaware Valley Society Of Transplant Surgeons
- Sponsor EIN: 237388767
- Sponsor Address: 401 NORTH 3RD ST., PHILADELPHIA, PA, 191234101
- Plan Type: 403(b)
- Total Participants: 336
- Total Assets: $71.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 336 | $71.4M | $2.9M | $2.5M |
| 2023 | 355 | $62.5M | $2.6M | $2.2M |
| 2022 | 291 | $50.9M | $2.3M | $2.1M |
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 |
|---|---|---|---|---|
| BELFINT LYONS SHUMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT LYONS SHUMAN — 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 | $299,708 | $108,277 | $191,431 | — | — |
| 2023 | $246,451 | $90,313 | $156,138 | — | — |
| 2022 | $229,382 | $83,709 | $145,673 | — | — |