Plan Snapshot
- Plan Sponsor: Philadelphia University
- Sponsor EIN: 231352294
- Sponsor Address: 1101 MARKET STREET, SUITE 2300, PHILADELPHIA, PA, 19107
- Plan Type: 403(b)
- Total Participants: 529
- Total Assets: $137.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 529 | $137.6M | $2.9M | $2.2M |
| 2023 | 527 | $126.0M | $2.9M | $1.9M |
| 2022 | 528 | $112.6M | $2.7M | $1.6M |
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 |
|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | Recordkeeper | $39,635 | — | $39,635 |
| TOWERS WATSON DELAWARE, INC | Recordkeeper | $16,337 | — | $16,337 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE & ANNUITY — Recordkeeper
- TOWERS WATSON DELAWARE, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,972
- Estimated Expense Ratio: 0.041% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |