Plan Snapshot
- Plan Sponsor: Philadelphia Legal Assistance
- Sponsor EIN: 232823744
- Sponsor Address: 718 ARCH STREET, PHILADELPHIA, PA, 19106
- Plan Type: 403(b)
- Total Participants: 97
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 97 | $7.6M | $252,742 | $542,372 |
| 2023 | 131 | $6.3M | $225,699 | $465,872 |
| 2022 | 88 | $7.6M | $229,199 | $447,151 |
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 |
|---|---|---|---|---|
| BRINKER SIMPSON % COMPANY LLC | 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 | $7,907 | $6,917 | $990 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $8,814 | $6,314 | $2,500 | — | — |