# Phmc Integrated Dba Fairwold Academy 403(b) Plan
Source: https://planprovider.pro/companies/phmc-integrated-dba-fairwold-academy-231729031-002

> Phmc Integrated Dba Fairwold Academy's 403(b) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phmc Integrated Dba Fairwold Academy

- **Sponsor EIN:** 231729031

- **Sponsor Address:** 1500 MARKET STREET, 15TH FLOOR, PHILADELPHIA, PA, 19102

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 100

- **Total Assets:** $7.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|100|$7.4M|$94,902|$224,550|

| 2023|105|$7.0M|$102,010|$235,577|

| 2022|141|$6.5M|$99,267|$219,428|

## 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|

| NFP RETIREMENT|Investment Advisor|$17,412|—|$17,412|

| THE VANGUARD GROUP, INC.|Recordkeeper|$11,286|—|$11,286|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT](https://planprovider.pro/provider/accelerate-retirement) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,698

- **Estimated Expense Ratio:** 0.386% 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|$27,184|—|$27,184|—|—|

| 2023|$26,640|—|—|—|—|

| 2022|$25,129|—|—|—|$25,129|

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