Plan Snapshot
- Plan Sponsor: Monell Chemical Senses Center
- Sponsor EIN: 232020897
- Sponsor Address: 3500 MARKET STREET, PHILADELPHIA, PA, 191043308
- Plan Type: 403(b)
- Total Participants: 80
- Total Assets: $41.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 80 | $41.0M | $373,319 | $702,436 |
| 2023 | 72 | $36.7M | $330,676 | $642,289 |
| 2022 | 70 | $33.5M | $318,375 | $624,723 |
| 2020 | 73 | $33.7M | $0 | $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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $129,629 | $18,575 | — | — | — |
| 2023 | $95,053 | — | — | — | — |
| 2022 | $95,665 | — | — | — | — |
| 2020 | $87,820 | — | — | — | — |