# Philadelphia Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/philadelphia-federal-credit-union-401k-plan

> Philadelphia Federal Credit Union's 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Philadelphia Federal Credit Union

- **Sponsor EIN:** 231502500

- **Sponsor Address:** 12800 TOWNSEND ROAD, PHILADELPHIA, PA, 191541003

- **Plan Type:** 401(k)

- **Total Participants:** 263

- **Total Assets:** $47.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|263|$47.0M|$1.5M|$1.3M|

| 2023|259|$43.8M|$1.4M|$1.3M|

| 2022|250|$36.4M|$1.3M|$1.2M|

## 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|

| CONNOLLY, GRADY & CHA, P.C.|Auditor|—|—|$0|

## 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|$143,773|—|$119,568|—|—|

| 2023|$130,726|$5,955|$108,129|—|—|

| 2022|$121,089|$117,014|$4,075|—|—|

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