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: 153
- Total Assets: $31.6M
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 | 153 | $31.6M | $2.7M | $0 |
| 2023 | 156 | $27.6M | $2.5M | $0 |
| 2022 | 151 | $23.0M | $2.5M | $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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | $5,660 | — | $5,660 |
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: $5,660
- Estimated Expense Ratio: 0.018% 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 | $35,646 | $11,300 | — | $5,660 | — |
| 2023 | $37,032 | $18,710 | $10,795 | — | — |
| 2022 | $35,635 | $20,029 | — | — | $9,558 |