Plan Snapshot
- Plan Sponsor: Temple University Health System INC
- Sponsor EIN: 232825881
- Sponsor Address: 3509 NORTH BROAD STREET 9TH FLOOR, PHILADELPHIA, PA, 19140
- Plan Type: DC
- Total Participants: 10,830
- Total Assets: $876.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,830 | $876.1M | $57.2M | $0 |
| 2023 | 10,428 | $763.5M | $49.9M | $0 |
| 2022 | 9,390 | $640.3M | $47.6M | $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 |
|---|---|---|---|---|
| GRANT THORNTON, LLP | Auditor | $26,670 | — | $26,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,670
- Estimated Expense Ratio: 0.003% 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 | $491,313 | $29,305 | — | $26,670 | — |
| 2023 | $550,155 | $37,232 | — | $26,670 | — |
| 2022 | $499,248 | — | $499,248 | — | — |