Plan Snapshot
- Plan Sponsor: Stradley, Ronon, Stevens & Young, LLP
- Sponsor EIN: 231130381
- Sponsor Address: 2005 MARKET STREET, PHILADELPHIA, PA, 191037018
- Plan Type: DC
- Total Participants: 271
- Total Assets: $188.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 271 | $188.2M | $3.0M | $3.6M |
| 2023 | 270 | $176.2M | $2.8M | $3.3M |
| 2022 | 277 | $149.8M | $2.7M | $3.2M |
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 | $194,458 | $163,219 | — | — | — |
| 2023 | $190,000 | $177,971 | — | — | — |
| 2022 | $210,262 | $197,442 | — | — | $990 |