# The Health Federation Of Philadelphia 403(b) Plan
Source: https://planprovider.pro/companies/the-health-federation-of-philadelphia-403b-plan

> The Health Federation Of Philadelphia's 403(b) plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Health Federation Of Philadelphia

- **Sponsor EIN:** 232244355

- **Sponsor Address:** 123 S BROAD ST STE 650, PHILADELPHIA, PA, 191091013

- **Plan Type:** 403(b)

- **Total Participants:** 413

- **Total Assets:** $19.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|413|$19.2M|$1.5M|$1.1M|

| 2023|402|$17.6M|$1.3M|$959,140|

| 2022|402|$14.7M|$1.1M|$891,808|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$67,511|—|$67,511|

| COMMONWEALTH FINANCIAL NETWORK|CONSULTANT|$62,575|$8|$62,583|

| NORTHEAST FINANCIAL GROUP|INVESTMENT ADVISORY|$3,552|$14,391|$17,943|

| FISCHER DORWART, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — CONSULTANT

- [NORTHEAST FINANCIAL GROUP](https://planprovider.pro/provider/northeast-financial-group-inc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $148,037

- **Estimated Expense Ratio:** 0.770% 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|$139,131|$3,552|$72,911|—|—|

| 2023|$101,199|—|$92,609|—|—|

| 2022|$59,701|—|—|—|$59,701|

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