Plan Snapshot
- Plan Sponsor: Pennsylvania Academy Of The Fine Arts
- Sponsor EIN: 231352256
- Sponsor Address: 128 N. BROAD STREET, PHILADELPHIA, PA, 191021424
- Plan Type: 403(b)
- Total Participants: 77
- Total Assets: $13.8M
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 | 77 | $13.8M | $113,931 | $193,112 |
| 2023 | 77 | $12.7M | $164,618 | $282,015 |
| 2022 | 91 | $11.6M | $184,097 | $368,413 |
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 | $21,568 | — | $21,568 | — | — |
| 2023 | $10,823 | — | $10,823 | — | — |
| 2022 | $10,223 | — | $10,223 | — | — |