Plan Snapshot
- Plan Sponsor: John Fox Scholarship Fund
- Sponsor EIN: 232652470
- Sponsor Address: 22 S. 22ND STREET, PHILADELPHIA, PA, 19103
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,400
- Total Assets: $1.2M
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. |
|---|---|---|---|---|
| 2025 | 1,400 | $1.2M | $0 | $0 |
| 2024 | 1,295 | $1.1M | $15,423 | $0 |
| 2023 | 1,201 | $1.1M | $10,443 | $0 |
| 2022 | 1,495 | $927,616 | $27,244 | $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 |
|---|---|---|---|---|
| PHILA JOINT BOARD WORKERS UNITED | Other Service Provider | $28,527 | — | $28,527 |
| NOVAK FRANCELLA, LLC | Other Service Provider | $14,100 | — | $14,100 |
| PERSHING ADVISOR SOLUTIONS LLC | Other Service Provider | $10,450 | — | $10,450 |
| MERANZE, KATZ & GAUDIOSO PC | Other Service Provider | $6,007 | — | $6,007 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,084
- Estimated Expense Ratio: 4.971% 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 |
|---|---|---|---|---|---|
| 2025 | $95,755 | $10,450 | — | $14,100 | — |
| 2024 | $63,377 | $9,992 | — | $14,100 | — |
| 2023 | $72,861 | $8,912 | — | $13,800 | — |
| 2022 | $72,761 | $9,996 | — | — | $21,746 |