Plan Snapshot
- Plan Sponsor: Philly Transportation, LLC
- Sponsor EIN: 861166955
- Sponsor Address: 2905 ABBOTTSFORD AVENUE, PHILADELPHIA, PA, 19129
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 409 | $2.7M | $86,674 | $402,293 |
| 2023 | 391 | $2.1M | $85,332 | $394,527 |
| 2022 | 391 | $1.6M | $72,809 | $342,821 |
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 |
|---|---|---|---|---|
| WESSEL & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL & COMPANY — 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 | $15,966 | — | $15,966 | — | — |
| 2023 | $22,307 | $1,348 | — | — | — |
| 2022 | — | — | — | — | — |