Plan Snapshot
- Plan Sponsor: Overbrook Friedlander Programs
- Sponsor EIN: 232469202
- Sponsor Address: 1900 WYNNEWOOD RD, PHILADELPHIA, PA, 19151
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $3.4M
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 | 91 | $3.4M | $196,985 | $127,771 |
| 2023 | 96 | $3.1M | $201,783 | $123,070 |
| 2022 | 98 | $2.4M | $188,882 | $121,071 |
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 |
|---|---|---|---|---|
| TAIT, WELLER & BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAIT, WELLER & BAKER 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 | $47,944 | $47,944 | — | — | — |
| 2023 | $47,841 | $47,841 | — | — | — |
| 2022 | $43,921 | $26,629 | $17,292 | — | — |