Plan Snapshot
- Plan Sponsor: Project Home
- Sponsor EIN: 232555950
- Sponsor Address: 1415 FAIRMOUNT AVE, PHILADELPHIA, PA, 19130
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 299 | $13.1M | $581,724 | $1.0M |
| 2023 | 274 | $11.3M | $707,058 | $827,854 |
| 2022 | 262 | $8.6M | $564,437 | $763,816 |
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 |
|---|---|---|---|---|
| HORSEY, BUCKNER & HEFFLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HORSEY, BUCKNER & HEFFLER, LLP — 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 | $127,556 | $55,890 | — | — | — |
| 2023 | $88,238 | $43,785 | $44,453 | — | — |
| 2022 | $79,265 | $41,576 | $34,539 | — | $3,150 |