# Greater Delaware Valley Society Of Transplant Surgeons 403(b) Plan
Source: https://planprovider.pro/companies/greater-delaware-valley-society-of-transplant-surgeons-403b-plan

> Greater Delaware Valley Society Of Transplant Surgeons's 403(b) plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$191,431|—|$191,431|

| CORNERSTONE ADVISORS ASSET MGMT|ADVISOR|$108,277|—|$108,277|

| BELFINT LYONS SHUMAN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CORNERSTONE ADVISORS ASSET MGMT](https://planprovider.pro/provider/cornerstone-management-inc) — ADVISOR

- [BELFINT LYONS SHUMAN](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $299,708

- **Estimated Expense Ratio:** 0.420% 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|$299,708|$108,277|$191,431|—|—|

| 2023|$246,451|$90,313|$156,138|—|—|

| 2022|$229,382|$83,709|$145,673|—|—|

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