Plan Snapshot
- Plan Sponsor: The Children'S Hospital Of Philadelphia
- Sponsor EIN: 231352166
- Sponsor Address: 3401 CIVIC CENTER BLVD., PHILADELPHIA, PA, 191044399
- Plan Type: 401(k)
- Plan Number: 099
- Total Participants: 0
- Total Assets: $1.8M
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 | 0 | $1.8M | $0 | $0 |
| 2023 | 0 | $748,621 | $0 | $0 |
| 2022 | 0 | $78.5M | $0 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $242,817 | — | $242,817 |
| MORGAN LEWIS & BOCKIUS, LLP | ERISA Attorney | $48,137 | — | $48,137 |
| PRINCIPAL LIFE INSURANCE CO | Other Service Provider | $39,344 | — | $39,344 |
| NORTHERN TRUST COMPANY | Other Service Provider | $9,006 | — | $9,006 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- MORGAN LEWIS & BOCKIUS, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $339,304
- Estimated Expense Ratio: 18.902% 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 | $341,644 | — | — | — | — |
| 2023 | $1,311,903 | $19,624 | — | $27,953 | — |
| 2022 | $1,020,527 | $31,706 | — | — | $705,952 |