# Greater Philadelphia Health Action, INC 401(k) Plan
Source: https://planprovider.pro/companies/greater-philadelphia-health-action-inc-401k-plan

> Greater Philadelphia Health Action, INC's 401(k) plan: 588 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Greater Philadelphia Health Action, INC

- **Sponsor EIN:** 237082074

- **Sponsor Address:** 1401 S. 31ST ST., PHILADELPHIA, PA, 19146

- **Plan Type:** 401(k)

- **Total Participants:** 588

- **Total Assets:** $27.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|588|$27.3M|$1.2M|$1.6M|

| 2023|542|$22.7M|$1.1M|$1.4M|

| 2022|523|$18.7M|$972,733|$1.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$132,024|—|$132,024|

| SECRITIES AMERICA ADVISORS, INC.|INVESTMENT ADVISORY|—|$39,812|$39,812|

| ASCENSUS|CONTRACT ADMINISTRATOR|$7,501|$8,290|$15,791|

| OSAIC WEALTH INC|INVESTMENT ADVISORY|—|$14,804|$14,804|

| ATLANTIC PENSION SERVICES INC|CONTRACT ADMINISTRATOR|$8,125|$3,044|$11,169|

| STEPHANO SLACK LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADVISORY

- [STEPHANO SLACK LLC](https://planprovider.pro/provider/stephano-slack-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $213,600

- **Estimated Expense Ratio:** 0.781% 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|$147,649|—|$147,649|—|—|

| 2023|$117,877|—|$117,877|—|—|

| 2022|$111,577|—|$111,577|—|—|

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