Plan Snapshot
- Plan Sponsor: Gulph Creek Partners, L.P.
- Sponsor EIN: 233008344
- Sponsor Address: 150 STRAFFORD AVE, WAYNE, PA, 19087
- Plan Type: 401(k)
- Total Participants: 982
- Total Assets: $3.6M
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 | 982 | $3.6M | $162,921 | $400,875 |
| 2023 | 1,142 | $3.2M | $130,472 | $312,700 |
| 2022 | 392 | $2.5M | $95,489 | $236,726 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | $46,305 | $19,341 | $26,964 | — | — |
| 2023 | $30,223 | $15,693 | $14,530 | — | — |
| 2022 | $33,512 | $15,600 | $17,912 | — | — |