Plan Snapshot
- Plan Sponsor: Tb Philly, INC.
- Sponsor EIN: 251757124
- Sponsor Address: 400 THOMS DRIVE, SUITE 411, PHOENIXVILLE, PA, 19460
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 128 | $18.7M | $544,758 | $1.1M |
| 2023 | 119 | $14.6M | $491,095 | $925,901 |
| 2022 | 103 | $11.0M | $422,127 | $779,426 |
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 | $59,498 | $57,408 | $2,090 | — | — |
| 2023 | $44,930 | — | $44,930 | — | — |
| 2022 | $45,298 | — | $45,298 | — | — |