Plan Snapshot
- Plan Sponsor: Retail Wholesale Department Store Defined Contribution Pension Plan
- Sponsor EIN: 226289686
- Sponsor Address: 485 DEVON PARK DRIVE, WAYNE, PA, 19087
- Plan Type: DC
- Total Participants: 2,253
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,253 | $4.3M | $160,513 | $0 |
| 2023 | 2,321 | $4.1M | $161,365 | $0 |
| 2022 | 2,265 | $3.9M | $118,550 | $0 |
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 |
|---|---|---|---|---|
| CHERNOW, KURTZMAN & COMPANY,P.C. | Auditor | $12,250 | — | $12,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,250
- Estimated Expense Ratio: 0.287% 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 | $76,357 | $17,295 | $27,573 | $12,250 | — |
| 2023 | $90,190 | $16,521 | $27,969 | $12,250 | — |
| 2022 | $89,482 | $16,485 | $29,248 | — | $22,684 |