Plan Snapshot
- Plan Sponsor: The Pennsylvania Horticultural Society
- Sponsor EIN: 231352265
- Sponsor Address: 100 N 20TH ST FL 5, PHILADELPHIA, PA, 191031455
- Plan Type: 403(b)
- Total Participants: 132
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 132 | $15.2M | $333,089 | $807,202 |
| 2023 | 134 | $13.3M | $325,670 | $776,550 |
| 2022 | 130 | $11.1M | $296,092 | $750,491 |
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 | — | — | $0 |
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: $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 | $65,253 | — | $65,253 | — | — |
| 2023 | $44,883 | — | $44,883 | — | — |
| 2022 | $1,074 | — | $1,074 | — | — |