Plan Snapshot
- Plan Sponsor: Post & Schell, P.C.
- Sponsor EIN: 231877133
- Sponsor Address: 1600 JFK BLVD. - 13TH FLOOR, PHILADELPHIA, PA, 191037421
- Plan Type: DC
- Total Participants: 276
- Total Assets: $160.9M
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 | 276 | $160.9M | $1.8M | $2.9M |
| 2023 | 257 | $150.7M | $1.6M | $3.2M |
| 2022 | 258 | $134.5M | $3.0M | $2.8M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $242,433 | $32,500 | — | — | — |
| 2023 | $254,839 | — | $254,839 | — | — |
| 2022 | $293,281 | — | $293,281 | — | — |