Plan Snapshot
- Plan Sponsor: Philadelphia Cricket Club
- Sponsor EIN: 230969420
- Sponsor Address: 415 WEST WILLOW GROVE AVENUE, PHILADELPHIA, PA, 19118
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $7.2M
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 | 208 | $7.2M | $263,543 | $556,891 |
| 2023 | 197 | $5.8M | $253,777 | $494,244 |
| 2022 | 159 | $4.9M | $211,317 | $437,393 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | Investment Advisor | $15,610 | — | $15,610 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $13,501 | — | $13,501 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,760 | — | $6,760 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,871
- Estimated Expense Ratio: 0.497% 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 |
|---|---|---|---|---|---|
| 2024 | $35,871 | $22,370 | — | — | — |
| 2023 | $30,591 | $18,185 | — | — | — |
| 2022 | $31,531 | $17,713 | $13,818 | — | — |